Invoices: Review, Duplicate, Share and Complete

These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.

If you use the invoices feature, you can manage all your invoices in their various statuses from the same place: talech.com

Features available for managing invoices from the web include reviewing an invoice to update or edit, duplicating an invoice for easy re-orders, sharing an invoice again with a customer who hasn’t paid, or marking an invoice complete when paid in full.

In this article 

• Review or edit an invoice
• Duplicate an invoice
• Share an invoice
• Complete an invoice

Review or edit an invoice 

1. Log in to talech.com and select Invoices.  
2. From the Invoices dashboard you can view your invoices, search for invoices or use the Status and Columns to filter specific data.  

 

3. Select an invoice to view the details.  
4. Depending on the status of the invoice, the options on the details screen are different.  

• In Draft status, options include: Edit in the bottom menu (click Edit to update and send the drafted invoice). Delete draft and Print from the ellipsis […] in the top right.  

 
 

• In Outstanding and Overdue status, options include: Edit, Record Payment, and Share in the bottom menu. Print and Cancel Invoice or Duplicate from the ellipsis […] in the top right.  

 

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Duplicate an invoice 

Any invoice in any status can be duplicated to quickly create a new invoice based off a previous one.  

1. From the Invoices dashboard, select the invoice you want to duplicate. 
2. Select the ellipsis in the top right […] > Duplicate.  

3. Select Duplicate invoice on the pop-up message. 
4. Add a customer and update the invoice as needed. When ready, select Preview & send.  
5. On the Invoice preview, select Send invoice when ready to send to the customer.  

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Share an invoice

If you’ve previously emailed an invoice to a customer but they have not yet responded, invoice sharing gives you the ability to resend the invoice via email or create a URL to distribute through another communication platform.

1. From the invoices dashboard, select the invoice you want to share.
2. Select the Share button in the bottom right.

3. Choose how to share the invoice: resend to the customer’s email address or copy a unique URL to the invoice.

• Resend Invoice by Email: Resends the invoice to the customer’s email address on file.

• Copy URL: Creates a unique URL that can be shared via another communication method. Select the Copy URL button to automatically copy the URL.

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Complete an invoice 

As the owner of a business, you may need to mark an invoice as complete if the invoice has not been paid for online. 

1. From the Invoices dashboard, select the invoice you want to complete.  
2. Select Record Payment.  

 

3. Select an option for Payment Type (Cash, Check or Other).  
4. Input a Payment Amount.  
5. Make any Additional Notes (if necessary).  
6. Select Submit.  

 
 

If the payment amount was the full payment, the status changes to Completed. If the payment amount was only partial, the status remains Outstanding or Overdue.  

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Need more help?

• talech training & device support (24/7): 1-888-995-1998
• Paytura merchant support (24/5): 1-855-4-PAYTURA or contact Paytura