Invoice Actions

The Invoice Actions feature on the PiCortex platform allows you to perform various actions on your invoices, such as creating, editing, and sending invoices. Here's how to use the Invoice Actions feature to manage your invoices efficiently:

1. Create Invoice

To create an invoice, you can navigate to the "Invoices" section of the platform and click on the "Create Invoice" button. You can then enter the details of the invoice, such as the customer name, products or services provided, and the amount due.

2. Edit Invoice

If you need to make changes to an existing invoice, you can do so by selecting the invoice from the "Invoices" section of the platform and clicking on the "Edit" button. You can then make any necessary changes to the invoice details.

3. Send Invoice

Once you have created or edited an invoice, you can send it to the customer by clicking on the "Send" button. The customer will receive an email with the invoice details and a link to pay the invoice.

Tips for Using Invoice Actions

Here are some tips for using the Invoice Actions feature effectively:

• Use the Create Invoice feature to quickly generate invoices for your customers.
• Review the invoice carefully before sending to ensure that all details are accurate and complete.
• Customize the invoice to match the specific needs of your organization.

Conclusion

The Invoice Actions feature on the PiCortex platform allows you to perform various actions on your invoices, such as creating, editing, and sending invoices. By using the Create Invoice, Edit Invoice, and Send Invoice features, you can efficiently manage your invoices. Use the tips provided to make the most of this feature and streamline your invoice management process.