Issue an invoice, and what changes after

Issuing

Press Issue on a draft invoice: Bizinly assigns the next number for the year, stamps the issue date, time and who issued it, computes the due date if it was left empty, and locks the document. Drafts never consume a number, so there are no gaps left behind by a deleted draft.

1. Open the draft invoice and check the customer, dates, lines and totals — after issuing, lines and amounts cannot change.
2. Press Issue. The status becomes Issued, the head shows the number, and the page now offers print preview, PDF download, share link and e-mail; the footer offers Mark sent, Record payment and Credit note.
3. If the invoice was created from an order, that order flips to Invoiced.
4. Press Mark sent when you hand the invoice over by any other means; e-mailing it marks it sent automatically.
5. Numbers reset every year when yearly reset is switched on in Settings; credit notes are issued the same way. Proformas are numbered when you press Mark sent instead.

What can still change

An issued invoice, an issued credit note, or a sent proforma is locked: the customer, dates, lines and amounts are frozen.

1. What you can still change: notes, internal notes, payment method, bank account and delivery date.
2. Wrong amount, customer or tax on an issued invoice? Press Credit note, issue it (this cancels the invoice if it covers the balance still owed), then Clone the original, fix it, and issue the new invoice.
3. A wrong draft is simpler: just press Edit — drafts are fully editable and can be deleted outright.

Related: Create an invoice, Credit notes, Working with documents.