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Every booking automatically creates an invoice draft in anny. As long as the invoice is in draft status, you can adjust, add or remove line items. Only when you finalize it is the invoice locked, given an invoice number and sent to the customer.

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Edit an invoice draft

1

Open the order

In the menu bar, navigate to Orders. Select the relevant order or use the search bar to search by order number or customer name.
2

Edit the draft

Click the order to open the detail view. Click the pencil icon next to the invoice draft to open edit mode.
3

Adjust line items

You can now:
  • Add new line items
  • Change amounts
  • Enter discounts or vouchers as a negative amount (-)
4

Finalize the invoice

When the draft is complete, click Finalize. The invoice is locked, automatically given an invoice number and sent to the customer.
Use the bell icon to control whether the customer receives an email notification about the invoice when it is finalized.

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Add a new invoice to an order

You can also manually add another invoice to an existing order, for example for additional charges or extra line items.
1

Open the order

Go to Orders and select the relevant order.
2

Create a new invoice

Click + New invoice. An empty invoice draft opens.
3

Enter line items and finalize

Enter the line items you want. Save as a draft to continue later, or click Finalize to send the invoice immediately.

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Check the result

After finalizing, you know it worked when:
  • The invoice appears in the invoice overview (Invoices menu item) with the status “Sent”
  • An invoice number has been assigned automatically
  • The customer has received the invoice by email (if notification is active)
In the invoice overview, you can filter by status (Draft, Sent, Paid, Refunded) to quickly find open drafts.

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FAQ

No. Finalized invoices are immutable to ensure traceable accounting. Corrections are made via a cancellation or correction invoice. See the article Invoice correction & cancellation.
As long as you do not finalize the invoice, it stays saved as a draft and editable. There is no automatic time limit. With automatic invoice generation active, however, the draft is finalized automatically on the booking day.
Yes. Add a new line item and enter the discount amount with a negative sign (e.g. -10.00 €). The line item appears as a deduction on the invoice.
With active customer balances, invoice drafts are assigned to the open balance and only combined during consolidation at the end of the period. You can still finalize individual drafts manually and early at any time.

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Troubleshooting

The invoice has already been finalized and can no longer be edited. Finalized invoices can only be adjusted via a correction invoice.
The “Generate invoice automatically” setting in the booking option causes the draft to be finalized automatically on the booking day. Deactivate this setting if you want to check drafts manually before sending.
Check whether the bell icon was active when finalizing. If it was deactivated, no notification was sent. You can resend the invoice manually or forward the PDF to the customer from the order view.