Common invoice questions
Can I delete an invoice?
Use Void when you need to cancel an invoice that has not been paid. Voiding keeps the accounting record safer than deleting.
Essential uses Void for most invoice cancellation workflows, especially when preserving the accounting record matters. If a test invoice or mistaken paid invoice needs correction, contact Essential through the Talk to a human tab with the invoice number and reason.
Why doesn't my draft have an invoice number?
A draft shows Draft instead of a number. The invoice number is assigned when the invoice first leaves Draft — when you send it, finalize it without sending, charge a saved payment method, or record a payment — so numbers follow the order invoices actually go out and a draft you delete or void never uses one up. Once assigned, the number stays with the invoice for good, even if you later revert it to Draft to make changes. Drafts saved before this change keep the number they already had.
How do I resend an invoice?
Open the invoice and use Resend from the action menu when the invoice still has a balance due. If the invoice is already paid, use Resend Receipt at the top of the invoice, or Send Receipt in the payment card’s menu.
Can I preview what the customer receipt looks like?
Once the invoice is fully paid, each payment card has receipt actions. Use Download Receipt to review the receipt, or Send Receipt to send it to a contact.
Can I record a partial payment?
Yes. Use Record Payment, enter the amount received, and save it. If the amount is less than the remaining balance, the invoice stays Partially Paid or Overdue.
When one check covers several invoices, you don't have to open each one: select them on the Invoices page and use Bulk Actions → Record a payment to enter the whole batch at once, with a per-invoice amount. See Bulk actions on invoices.
Why is the due date wrong?
Check the invoice payment terms before sending. If the invoice should be Net 30, Net 10, or Due on Receipt, set the correct terms before you send it.
If several invoices were created with the wrong terms, update each invoice while it is still editable.
Why does no tax rate appear?
Check Settings > Sales Tax. A manual rate only applies automatically when its state and item scope match the line; automatic sales tax through Stripe only covers items your manual rates don't, and needs a connected Stripe account plus an active tax registration for the property's state.
If the address or tax registration looks correct but the tax rate still does not appear, contact Essential through the Talk to a human tab with the invoice or quote, address, and tax jurisdiction.
Can Essential change my Stripe bank account or refund settings?
Stripe account and bank-account permissions are controlled by Stripe. Essential can help with Essential-side payment setup, but some bank, balance, and refund settings must be handled in Stripe directly.
Where to find it: Invoice page, Settings > Invoicing, and Essential Assistant > Talk to a human
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