Invoice Management

You can list all invoices, or list the invoices for a specific customer. The invoices are returned sorted by creation date, with the most recently created invoices appearing first.

Wholesale Plus offers two types of invoices:

Invoice Actions

With every invoice, you can:

Actions Menu

Use the Actions menu to access other features.

Switching Customer's Invoice

There might be a situation where you create an invoice under the wrong customer's name. Wholesale Plus offers new feature to correct the customer without having to delete then re-create the invoice under the correct name.

Closed or locked invoices cannot be switched

Follow the next steps to switch an invoice:

Advanced Tasks

Click Advanced Tasks to learn about this feature

Updating an Invoice

Click the Edit button under the Action column next to the invoice that you would like to update

Closed invoices can not be updated.

Deleting an Invoice

Click the Delete button under the Action column next to the invoice that you would like to remove

Paid or partially paid invoices can not be deleted.