Use the lifecycle actions
- 1
Mark sent without email
Use Mark as sent when the invoice was delivered outside Unify Revenue. This opens the invoice without sending a message.
- 2
Return it to draft
Use Mark as draft when an open invoice needs more editing before it is shared again.
- 3
Write it off
Use Write off for a balance you no longer expect to collect, and add a note explaining the decision.
- 4
Reopen it
Reopen a written-off invoice when collection should resume.
Good to know
The date entered while marking an invoice as sent is used by the action but is not presented as a separate delivery-history record. Keep external delivery evidence where your process requires it.
Paid status
Payments determine whether an invoice is paid. Record or remove a payment instead of manually choosing a Paid status.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.