> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter-curling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What can I do on an invoice?

> The actions on an invoice's detail page — adjustments, send back to cart, transfer to another account, take payment — and when each appears.

<Note>
  **Must know**

  * Buttons appear only when they make sense for the invoice's state: nothing paid yet unlocks **Add adjustment** and **Send to cart**; a balance owing unlocks **Record payment** and **Pay with club credit**.
  * Adjustments, transfers and send-to-cart need *financials.edit*; recording a payment or paying with credit needs *financials.create*.
  * There is no whole-invoice "cancel" button — you cancel by ticking line items and choosing **Cancel only** (see the refund article).
</Note>

Open any invoice from **Financials → Invoices** (or from a member's **Payment Info** tab). The header shows the reference and "\{name} · due \{date}", then **Total**, **Paid** and **Balance due** cards, followed by **Line items** (with a **Refunded** column and an Active/Cancelled status per line), **Payments** (with chargeback badges where relevant) and **Payment plans**.

The header actions:

* **Record payment** — log cash, cheque, bank transfer, Interac e-Transfer or a club-terminal card payment against the balance.
* **Pay with club credit** — pay the full balance from the account's club credit.
* **Take payment** — settle in full with the account's saved card or club credit (unpaid invoices with no payments and no active plan).
* **Add adjustment** — "Add a manual charge or credit to this unpaid order. Use a negative amount for a credit. Adjustments are not taxed." Fields: **Description** and **Amount (negative = credit)**.
* **Send to cart** — "Send this order's items back to the member's cart and cancel the order?" Useful when a member registered for the wrong league and needs to redo checkout.
* **Transfer** — "Move this order to another account. The recipient must have signed in at least once." Enter the **New owner's email**.

For the receipt, use **View Receipt** from the invoices list. Staff who can see the club's money (*View Financials*, *Financial Admin* or full access, with this club selected) can open any of the club's receipts while signed in. Other staff see **This receipt link has expired or isn't yours**, as a stranger would. A member asking for an old receipt can sign in and open it from their own invoices, or you can open it here and send them the PDF. `/receipt/{id}/print` on your club site is the **printable registration sheet** members use for pay-at-club orders, not a paid receipt.

**Related:** [How do I record an offline payment?](/club/money/how-do-i-record-an-offline-payment) · [How do I refund or cancel a line item?](/club/money/how-do-i-refund-or-cancel-a-line-item) · [What are club credits?](/club/money/what-are-club-credits) · [What is on a member profile?](/club/memberships-and-members/what-is-on-a-member-profile)


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