Manage Saved Invoices

Steps

1. 1

   Open Saved Invoices from the navbar.

2. 2

   Use search to find invoices by number, client, date, or amount.

3. 3

   Filter by status to focus on drafts, sent invoices, paid invoices, overdue documents, or estimates.

4. 4

   Open a document to edit it or use the quick actions to duplicate, share, mark paid, or download.

5. 5

   Use the summary cards to review totals by currency.