Invoice detail
The AR invoice detail page — its tabs and every action, from Post and Send to Customer to Create Payment Link, Void, and Delete.
Opening an invoice from the Invoices list lands on its detail page — everything about one customer invoice, plus the actions that move it through its lifecycle. Which buttons appear depends on the invoice's status.
Tabs
Line Items, Payments (with a count), Forms, Communications, and Activity. The Payments tab lists money applied so far; Communications shows the email history; Activity is the audit log.
Revenue indicator
Some invoices carry a badge next to the header: Deferred Revenue (amber) means the revenue is held until the shipment is delivered — reclassification fires automatically on delivery — while Recognized (green) means it has already been taken to income.
Actions
- Edit — on a Draft, opens the invoice form.
- Post Invoice — posts a draft to the ledger. A confirm reads "This will create journal entries and cannot be undone."
- Send to Customer — emails the posted invoice to the customer (shown once Open, Partial, or Paid).
- Create Payment Link — generates a Linbis Pay online-payment link. It appears only when the invoice is posted, has a balance, and is in USD. See Payment Collections.
- Print / PDF — opens the Forms tab, where you generate and download the invoice PDF (it does not download the file directly).
- Void — reverses a posted invoice. The Void Invoice dialog asks for a reason and warns "This action cannot be undone"; if payments were applied it notes they will be reversed.
- Delete — removes a Draft ("Are you sure you want to delete draft invoice …").
- Conversation — the round chat button at the top of the page opens a side panel where you and your teammates can discuss this invoice privately. It is an internal conversation for your staff, not something the customer sees, and a small badge on the button counts unread messages.