Management
Changing Payment Status from Unpaid to Paid / P. Paid or vice versa
Last Updated: April 26, 2026This article will tell you more about how you can change the document's payment status like from Unpaid to Paid or P.Paid.
Filter / Sort Invoices
Last Updated: April 26, 2026To better organize your documents, they can be sorted by ID / Date / Updated On / Client Name / Client Email, filtered by Status All Statuses / Paid / Unpaid / Error / P.Paid / Unpaid and P.Paid, filtered by email status All Statuses / Unsent / Sent / Sent but Updated, their Order can be Asc or Desc.
Sort clients list (Customers | Suppliers)
Last Updated: April 26, 2026The clients list can now be sorted, so you can easily find, add, and search for your saved clients. Clients list can be sorted by Name / Updated On / Email 1 and its Order can be Asc or Desc.
Sort items list
Last Updated: April 26, 2026The items list can now be sorted, so you can easily find, add, and search for your saved items. Items list can be sorted by Title / Price / Updated On and its Order can be Asc or Desc.
Sort Taxes List
Last Updated: April 26, 2026The taxes list can now be sorted, so you can easily find, add, and search for your saved taxes. Taxes list can be sorted by Title / Value / Updated On and its Order can be Asc or Desc.
Issuing Refund, Applying and Closing Credit Note
Last Updated: April 26, 2026There are different methods through which you can change the status of Credit Note to closed. This article will tell you more about those methods in detail.
Mark as Paid | Mark as Closed
Last Updated: April 26, 2026Mark as Paid will mark the Invoice as fully paid. It will add a payment of the remaining Due amount in the Payments. Mark as Closed will mark the Credit Note as closed. The remaining credit amount will be added as a Refund.
Rearrange/Change the order of added items in invoice
Last Updated: April 26, 2026In a document you can rearrange the order of the added items as per your choice and same order will get reflected on document's PDF.