Actions Button

⚡ Action Items

From an invoice's detail view (Invoices > Invoice Details), the Actions button lets you perform actions on the document directly from the dashboard — no API calls needed.

Available actions depend on the country and the invoice's status. Here's what's covered today:

ActionWhat it does
🧾Create credit/debit notesGenerates a credit or debit note tied to an already-issued invoice, pulling the buyer data straight from the original.
🚫Cancel an invoiceCancels an issued invoice. What you need to fill in depends on the country.

🌎 Cancellation guides by country

Country
🇲🇽 Mexico
🇧🇷 Brazil

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