Sales and invoicing in Cybooks
Open the Sales and Payment workspace and find the available sales workflows.
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Sales and Payment opens the invoice workspace without changing a sales document.
Open the sales workspace
- Open Sales and Payment.
- Select Invoices.
- Use the sales navigation to move to the workflow you need.
Opening this workspace does not create or change an invoice, estimate, credit note, customer, product, or payment.
Recognize a customer document link
A customer-facing invoice, estimate or receipt link opens the document identified by that exact link. An invoice preview displays a banner explaining that you are previewing the customer’s web version.
Possession of the document link grants access to its contents. Share it only with the intended recipient. Viewing a shared document does not itself send the document or record a payment.
