Manage invoices
Learn how to manage your invoices in Cobo, including editing, submitting, and tracking invoice statuses effectively.
-
Click
on Cobo Portal, find Invoicing, then click Open to open Invoicing. -
On the Invoices page, click
to open the action menu for additional options beyond view and edit. To save draft, submit, reject, or send an invoice, click Edit 
first. The available actions vary depending on the invoice status.Invoice Status Available Actions Draft, Rejected Save Draft, Submit Submitted Send, Reject Sending / Voiding None, aside from view Pending / Overdue Send Reminder, Void Invoice, Duplicate Invoice Received / Error / Settling / Settled / Settlement Failed / Voided Duplicate Invoice - Edit: Click to open the edit page where you can adjust invoice details, save draft, submit, reject, or send the invoice. For field explanations, see Create an Invoice.
- Send Reminder: Opens your default email client. You can manually send a reminder to the client.
- Void Invoice: Provide a reason for voiding the invoice. You can view the reason later by clicking
next to the Voided status in the invoice list. - Duplicate Invoice: A new invoice ID will be generated. Select the Payment Due and Issued On dates. Other fields will be copied from the original invoice but can be edited.
Feel free to share your feedback to improve our documentation!
Manage invoices
Learn how to manage your invoices in Cobo, including editing, submitting, and tracking invoice statuses effectively.
-
Click
on Cobo Portal, find Invoicing, then click Open to open Invoicing. -
On the Invoices page, click
to open the action menu for additional options beyond view and edit. To save draft, submit, reject, or send an invoice, click Edit first. The available actions vary depending on the invoice status.Invoice Status Available Actions Draft, Rejected Save Draft, Submit Submitted Send, Reject Sending / Voiding None, aside from view Pending / Overdue Send Reminder, Void Invoice, Duplicate Invoice Received / Error / Settling / Settled / Settlement Failed / Voided Duplicate Invoice - Edit: Click to open the edit page where you can adjust invoice details, save draft, submit, reject, or send the invoice. For field explanations, see Create an Invoice.
- Send Reminder: Opens your default email client. You can manually send a reminder to the client.
- Void Invoice: Provide a reason for voiding the invoice. You can view the reason later by clicking next to the Voided status in the invoice list.
- Duplicate Invoice: A new invoice ID will be generated. Select the Payment Due and Issued On dates. Other fields will be copied from the original invoice but can be edited.
Feel free to share your feedback to improve our documentation!