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Create an invoice credit draft from a posted sales invoice, then review the saved draft before you submit it. This flow is available only when your workspace has invoice credit support and the connected ledger is ERPNext, and it does not create a cash refund by itself.

Create a sales or purchase invoice draft and review the saved invoice before posting. If a save is unresolved and its original request remains available in recovery, use Resume existing save rather than creating another invoice. Sending or printing a posted invoice is a separate action after submission.

You can download a PDF copy of an invoice from the invoice list or preview, and you can prepare an email draft for a submitted invoice. The PDF reflects the invoice you opened, while the email flow opens a draft message that you review before sending; there is no delivered-message guarantee from the send screen.

Record or allocate invoice payments from a business workspace by matching a bank transaction to one or more Sales Invoices or Purchase Invoices, or by checking and continuing an original saved payment request. Use the same original request key and the same transaction when you need to recover a pending payment, so you do not create a second payment.

Set up a recurring invoice from the Invoices page by opening a new invoice, turning on recurring settings, and saving it with the recurring option enabled. If the invoice needs a separate review, or if Finanly shows an existing saved invoice reference, finish that saved invoice instead of starting over.

Use the invoice form to verify line prices, units, currency, and taxes before you save or submit. The fields on the form control the invoice’s reviewed price, unit conversion, currency, and tax amounts; some checks only apply when the invoice is a stock-moving sales invoice or when the connected ledger is configured to require them.