# Manage invoices in the UI

> Create, send, and manage customer invoices in PayHub. Configure payment terms, schedule recurring invoices, download copies, and track invoice payment status through the UI

<AudienceInfo audiences={['partners', 'merchants']} />

Invoices allow you to bill customers and track payments in Payabli. This guide explains how to manage invoices through the Payabli UI.

To access your invoices, navigate to **Money In > Invoices**. This opens the *All Invoices* view where you can manage all invoices created in your account.

For each invoice, you can:

* View and edit invoice details including customer information, payment terms, and line items
* Send invoices to customers with optional payment links
* Download invoice copies for your records
* Mark invoices as paid when payment is received
* Access customer records associated with invoices
* Delete invoices when needed

To filter invoices by status, click the triangle next to **All Invoices** and select from Draft, Open, Past Due, Partially Paid, or Paid.

## View or edit an invoice

To view or edit an invoice from the UI, follow these steps:

1. Find the invoice you want to edit.
2. Click the three-dot icon in the **Action** column.
3. Select **View/Edit Invoice**.
4. In the *Edit Invoice* panel, you can:
   * Update customer details, invoice numbers, due dates, and [line items](/guides/platform-portal-catalog-manage)
   * Set payment terms by clicking the **Term** icon
   * Schedule future or recurring invoices using the **Schedule** option
   * Edit payment link headers under **Advanced options**
   * Specify allowed payment methods under **Advanced options**
5. Under **Payment**, choose to either:
   * **Send Invoice** to email it to the customer
   * **Charge customer now** to process payment and send a paid invoice

Click **Show Preview** to review the invoice before sending. Use **Save & Download** to keep a copy for your records.

## Send an invoice

To email an invoice to the email on file from the UI, follow these steps:

1. Locate the desired invoice.
2. Click the three-dot icon in the **Action** column.
3. Select **Send Invoice**.
4. Follow the prompts in the modal to send the invoice.

## Download an invoice

To download a PDF version of an invoice from the UI, follow these steps:

1. Find the invoice you want to download.
2. Click the three-dot icon in the **Action** column.
3. Select **Download Invoice**.

## Mark an invoice as paid

To mark an invoice as paid from the UI, follow these steps:

1. Locate the invoice to mark as paid.
2. Click the three-dot icon in the **Action** column.
3. Select **Mark as Paid**.
4. Follow the prompts in the modal to mark the invoice as paid.

## Delete an invoice

<Warning>
  Deleting an invoice is permanent and can't be undone.
</Warning>

To delete an invoice from the UI, follow these steps:

1. Locate the invoice to delete.
2. Click the three-dot icon in the **Action** column.
3. Select **Delete**.
4. Follow the prompts in the confirmation modal to delete the invoice.