Download an invoice with its most up-to-date information.
It is possible to edit an invoice that has previously been generated. To download the most current version of your invoice, you will need to 'regenerate' it first. This guide explains how to do so and what records in your database performing this action will update.
How to regenerate an invoice
To regenerate an invoice, find your chosen invoice by logging into your database > Accounts > Invoices > select your invoice by clicking the 'pencil edit' icon.
Then, make sure to review each element of your invoice > click Action > Regenerate sales invoice.
What does regenerating an invoice update?
Performing this will update the invoice and publish all of the newly inputted sales information to the relevant artwork records and contact records.
Header and Footer templates
If you have recently changed your invoice templates, to ensure these apply to any previously generated invoices, you will need to regenerate the invoice for the new template to be applied.
If you have altered any Shipping invoices, you are able to regenerate them in the same way to other invoices.
Log in to your database > Artworks > Activity timeline > All > find your chosen Shipping invoice and click the 'pencil edit' icon.
Then, make sure to review each element of your invoice > click Action > Regenerate. This will make changes to artwork records and it will update and download the document.
To learn how to make a shipping invoice, click this link: How to make a Shipping invoice