Billing Order Details and Invoice Actions
Selecting an order in the Orders tab opens a drawer with complete billing context for that order.
Detail sections
- Status and order metadata
- Created / invoiced / paid dates
- Billing contact details
- Invoice provider link (when available)
- Line-item breakdown (package, add-ons, custom items)
Available actions
- Preview Invoice (status-dependent)
- Download PDF (when provider invoice exists)
- View CRM Timeline for related account activity
Coming-soon actions
Some actions (for example, void/resend from this drawer) may be displayed as disabled until corresponding API operations are enabled.
Operational checklist
Before sharing or sending invoice artifacts, verify:
- Billing contact email is correct
- Line items and totals match expected sale
- Current status allows the desired invoice action