View invoice and documents
Open View Invoice for one record. You see Invoice Summary, Invoice Items, and the Documents tabs (Invoice, Details, UBL XML). Then you can download, edit, or return to the list for email.
Outcome
You open View from the invoicing list, read summary and line items, switch Documents tabs, and know Download / Edit / Delete live here while email stays on the list.
Who it's for
Planner / finance
Prerequisites
- At least one invoice in staging helps: empty list means generate first
- Invoicing view permission (edit/delete only if your role allows)
Steps
- From Invoicing Management open View (file icon) on a row, or go to View with the invoice id (query param, not a path segment). Page shows View Invoice / Invoice #…. Use Back to Invoices to return to the hub. Continue from Generate and preview invoices when you just saved a new invoice.
- Read Invoice Summary: Date, Due, Status, Client, Subtotal, VAT, Total. Credit invoices may show a Credit badge and Crediting Original. Below, Invoice Items lists Description, Unit Price, Qty, VAT %, Total (Inc). This screen is primarily read-only browsing: do not treat these totals as an accounting posting.
- Open Documents. There you see the Invoice, Details, and UBL XML tabs. Details or UBL may show Document not available / UBL XML not available for some invoices: that is normal. Use Download for the selected type. On Apple devices, prefer Download if inline PDF only shows the first page.
- Use Previous / Next to move between invoices when available. Edit opens Edit for header and line changes when status and permissions allow: exhaustive every-field edit. Delete asks for confirmation; do not delete while learning. See ORT only if you need to understand how ORT amounts were built upstream.
- There is no Email button on View: return with Back to Invoices and use the row Email icon (next tutorial). Next: Email and export invoices. Read-only lists for a client organisation stay under Invoicing and contracts for clients.