Once an invoice has been created, you can easily view it and access various management options. To view an invoice, follow the steps below.
1- In your Melio dashboard, select Get Paid from the left sidebar.
2- In the Invoices tab, find the invoice you would like to view.
Tip💡
You can use the filters or search by invoice name, invoice number, or invoice amount to help you find the desired invoice.
3- Select the three dots on the right side of the invoice.
4- From the Actions menu pop-up, select View invoice.
5- You can now view the invoice details in the Invoice details window. There are also several actions you can take.
6- If you wish to copy a payment link for the invoice, select the copy icon located next to the payment link.
7- For even more actions, select the More button at the bottom of the screen. These include:
- Edit the invoice
- Mark the invoice as paid
- Preview the PDF of the invoice
- Download a PDF copy of the invoice
- Cancel the invoice
8- To send an invoice reminder, select the Send reminder button at the bottom of the screen.
That's it! You can now view and manage your invoice from the Invoice details window.