Actions

In the "Customers - Invoices" section of AbaNinja, you have numerous actions available to efficiently manage your invoices and adapt them to various situations. You can find these actions in both the overview list and the detail view of each invoice.

The following actions are available

• Edit: Open the invoice for adjustment while it is still in draft status.
• Download as PDF: Download the invoice as a PDF file, for example for digital storage or emailing.
• Link to customer portal: Copy the link so your customer can view the invoice directly in the customer portal and possibly make an online payment.
• Enter payment: Record a payment to mark the invoice as paid or to book partial payments.
• Send by email: Send the invoice directly from AbaNinja to your customer by email.
• Mark as sent: Set the status of the invoice to "Sent" to document the sending internally.
• Print: Print the invoice, for example for filing or mailing.
• Duplicate: Create an identical copy of the invoice to quickly process similar transactions.
• Send reminder: Send a reminder by email if the invoice is overdue.
• Print reminder: Print a reminder to send it by mail.
• Convert to delivery note: Convert the invoice to a delivery note if you want to document the flow of goods.
• Convert to credit note: Create a credit note from the invoice, for example for returns or corrections.
• Convert to template: Save the invoice as a template to reuse it for future invoices.
• Cancel: Reset the invoice if it is incorrect or no longer needed. The invoice will return to draft status.
• Cancel permanently: Mark the invoice as permanently cancelled so that no further changes are possible.
• Show information: Display additional information about the invoice, such as payment status or notes.
• Show activities: View the history and all actions performed on the invoice.
• Archive: Move the invoice to the archive if it is completed but still needs to be available as proof.
• Delete: Permanently remove the invoice if it is still in draft status and there are no further dependencies.

Benefits

With these actions, you can map the entire life cycle of an invoice digitally - from creation, through sending, payment monitoring and dunning, to correction, archiving or deletion. This ensures efficient, audit-proof management and complete documentation of all transactions.

Notes and tips

• Invoices can only be deleted if they are still in draft status and there are no further dependencies. Otherwise, it is recommended to cancel and archive the invoice.
• Using the "Send reminder" and "Print reminder" functions, you can automate the dunning process and respond individually to your customers.
• Converting to delivery note or credit note is particularly useful if you need to react flexibly to changes in the sales process.
• Archived invoices still count towards the document limit of your account. Therefore, check regularly which documents you really need to keep.
• With "Show activities", you always have an overview of who made which changes when - helpful for inquiries or for internal control.
• The link to the customer portal allows your customers to view invoices digitally and pay directly online, which can speed up the payment process.
• Use "Convert to template" and "Duplicate" to quickly and uniformly create recurring invoices.