If you are using Subscript in conjunction with a GL (like Quickbooks, Xero, or Netsuite), then we will by default keep invoices in Subscript and the GL in sync.

When you first click the Save & Preview button on an invoice, we’ll sync it to the GL:

You’ll then see several options associated with each invoice:

Test send: sends a test of the invoice to you. If you are using Subscript-hosted invoicing, it’ll send a Subscript invoice. Otherwise it’ll send an invoice from your GL.

Void invoice: it will mark the invoice as voided in both Subscript and your GL. You typically do this if you have already sent the invoice, and want to maintain a record of it, but don’t want the customer to pay it. You cannot undo this action.

Delete invoice: you can delete an invoice, which you might do if it was created by mistake, and hasn’t been sent to the customer yet. This will delete it from BOTH Subscript AND your GL. You cannot undo this action.

Detach invoice: sometimes, limitations in the General Ledger disallow certain actions like deleting invoices in Subscript. Detaching an invoice explicitly tells Subscript not to sync actions from Subscript to the general ledger. This can allow you to then delete the invoice in Subscript (and manage it separately in the GL).

Some actions only impact Subscript and not the GL:

• Internal note is only for within Subscript, and is not sent to the GL
• Mark as sent is a state only kept in Subscript for dunning purposes
• Mark as paid will mark the invoice as paid in Subscript, but you will still match a payment to it in the GL.