# Other Actions in Invoices

Sending, correcting, and reconciling invoices against what actually left the building.

![An invoice record showing its number, status, due date and balance due, the customer, the invoiced lines and the totals, with an activity panel at the right.](https://www.sorviai.com/help/inventory/invoices/invoice-detail.png)

*Everything you can do to an invoice depends on whether it has been sent, which is what the status is telling you.*

## On one invoice

| Action | When it is available |
| --- | --- |
| Send by email | Once it is out of draft |
| Download the PDF | Always |
| Record a payment | Once it is sent |
| Raise a credit note | When the amount was wrong and no goods are returning |
| Edit | Only in draft. A sent invoice is corrected with a credit note |
| Attach a document | Always |

> **Warning:**
>
> **Never edit a sent invoice**
>
> The customer already holds a copy with a number on it. Editing makes the two versions disagree, and the conversation becomes about which one is real. A credit note leaves both on the record.

## Correcting, by what went wrong

| What was wrong | What to raise |
| --- | --- |
| The price or the quantity billed | Credit note against the invoice |
| The goods are coming back | Sales return against the sales order |
| It was raised for the wrong customer | Credit note, then invoice the right one |
| It duplicates another invoice | Credit note, keeping the audit trail |

## On the list

| Filter | What it answers |
| --- | --- |
| Overdue | What to chase, sorted by how late it is |
| Partially Paid | Something arrived and did not cover it, often after a short delivery |
| Draft | Invoices that reach nobody and appear in no balance |
| By customer | One account's billing history |

> **Tip:**
>
> **Balance Due is the column to sort on**
>
> Total Amount tells you how big the invoice was. Balance Due tells you how much of it is still your problem.