Skip to content
  • There are no suggestions because the search field is empty.

View, Edit, Email and Print an Invoice in Next

How to view, edit, email and print an existing Invoice in Next.

In This Article

Introduction

An Invoice is a commercial document issued by a seller to a buyer containing the details of a sale or rental transaction. In Next, existing Invoices can be managed via the Invoice List. 

View and Edit an Invoice

To view and edit an Invoice in Next, follow the steps below.

  1. Log in to Next and select Invoices → List from the left navigation menu to open the Invoice List.
  2. Locate the Invoice you want to view and click on it to open its details. This page will be read-only by default, allowing you to view, but not edit, the details of the Invoice. For more information on the contents of this page, see “The Create / Edit Invoice Screen”.
  3. To begin editing the Invoice, click the Edit button in the bottom-right corner of the screen. You will know that editing has begun when the fields on this screen are unlocked, and the Edit button is replaced by two new buttons, Save and Cancel.
  4. Once you are finished with your edits, click Save to save your changes or Cancel to cancel without saving.

View, Download, and Print an Invoice PDF

To view the PDF version of an Invoice, click the “View PDF” button in the bottom-left corner of the Create / Edit Invoice screen.

The PDF version of an Invoice can be thought of as the ‘final’ or ‘paper’ version of the Invoice. This is the document that will be downloaded, printed, or emailed to the Customer. It contains billing and shipping information, information such as the Purchase Order # and invoice date, and a list of all the items that were rented or purchased. 

Before downloading, printing, or emailing a PDF Invoice, ensure that all of the information displayed on the Invoice is correct. Note that any customer-facing comments left on the Invoice will be included above the item list - make sure that no sensitive or inappropriate information is displayed!

Once you are satisfied with the appearance of the PDF Invoice, you can download or print it using the controls at the top of the screen. Note that the appearance and location of these controls will vary depending on your Internet browser and operating system.

Download

To download your Invoice, click the download button . Depending on your browser’s settings, you may be prompted to select a location for the downloaded file, or it may be automatically downloaded to your Downloads folder.

Print

To print your Invoice, click the print button . Depending on your browser and printer settings, you will be prompted to select a printer as well as additional options such as size and number of copies. Once you have selected the desired options, click “Print” to print your Invoice.

Email an Invoice PDF

To email an Invoice PDF to a Customer, Click the email button in the bottom-left corner of the Create / Edit Invoice screen. This will open the Email PDF window.

Enter the email address of the person you want to send the PDF Invoice to, then click “Send”. 

  • If the email address you entered was invalid, you will receive a message that reads “Please enter valid email addresses.”
  • If the email was successful, you will receive a message that reads “Invoice successfully emailed. #: [Invoice #]”, and an email resembling the image below will be sent to the address specified.

Invoice emails will be sent from the Outgoing Email address you have specified for under Company Settings → Emails. If you have not configured Next with an outgoing email address, Invoice and other system emails will be sent from app@texadasoftware.com. For instructions on how to set up an outgoing email address, see “Configure Next to Send System Emails”.