Viewing and managing a sales invoice

The detail page shows the complete invoice, its status and all available follow-up actions. An invoice starts as Pro forma. After Create final invoice, its payment status becomes Open, Partially paid or Paid.

Customer and document

Client shows the customer, VAT number and address snapshot stored on the invoice. If the customer record changes later, Billnado identifies outdated fields and lets you refresh the snapshot; this also regenerates the invoice document.

Area	Meaning
References	Customer reference and linked customer project.
Document	Invoice and due dates, customer remark, customer-portal access and self-billing indicator.
Global	Default VAT code and ledger account. If the customer portal is active, it also contains the read-only guest link.
Payment information	Structured or free reference used by the customer when paying.
Trade name	Sender and company identity on the document.
Parameters	Extra key-value pairs for document content.
Internal	Sales journal and internal note. The journal is read-only here.
System	Read-only creation and last-modified timestamps.

Lines and totals

Totals show the amount excluding VAT, VAT and amount including VAT. Each line contains its article, quantity, unit price, VAT and calculated amounts. Open a line to manage discount, unit, serial number, warranty, project, ledger account, remark and PDF visibility. Lines can be added, reordered and removed, but at least one remains.

After a change, Reset and Save replace the other actions. Reset restores the last saved data. Save stores the changes and triggers a refreshed document for a normal invoice.

Documents, payments and communications

Documents contains the invoice PDF, generated UBL files and uploaded attachments. You can download files, upload attachments and delete a stored document after confirmation. Generated European and national UBL files can be downloaded but not deleted from this card.

Payments lists payment method, date, amount and reference and shows the total paid. Communications lists sent emails and Peppol messages; View opens a stored email.

Pro forma actions

Action	Result
View PDF	Opens the available PDF, which may still be processing.
Create final invoice	Assigns final numbering and status. If the invoice date is not today, you may update it to today or retain it.
Delete Invoice	Permanently deletes the pro forma after double confirmation.
Send via e-mail	Opens the email review page.
Add payment	Records a payment, including before finalisation.
Copy	Creates and opens a new pro forma based on this invoice.
Create project	Creates and opens a project based on this invoice.

Final invoice actions

For a business customer, Send offers Peppol and email. For a private customer, email is the only channel. Add payment is shown directly while the invoice is not paid and remains available under Options afterwards.

Options also provides Copy, Create project, conversion To credit note or To quote, and Mark as exported to accounting. A conversion creates and opens a new document without removing the original invoice. The export action is available only while no export date exists and records a manual export.

Related documentation

• Recording an invoice payment
• Sending a sales invoice by email
• Sending a sales invoice through Peppol