> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/product-help-and-support/for-large-businesses/e-invoicing/print-email-cancel-actions-on-invoices.md).

# Print, Email, Cancel Actions on Invoices

This article will guide you on how to take actions on invoices using the Cleartax product.

{% embed url="<https://youtu.be/GT8PegQ3WCk?feature=shared>" %}

**Step 1**: Navigate to the **invoice** section in Cleartax.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fx9PQhk9fFSaxiLB349Q9%2F0.png?alt=media)

Here, you'll see the invoices that have already been generated.

**Step 2:** To take action on these invoices, locate the **action button**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1hOW3j1ALkNUhvVV2MNQ%2F1.png?alt=media)

**Step 3:** Select the invoice(s) you want to take action on.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FgeEm8VSt8BgIi3vfddv6%2F2.png?alt=media)

Alternatively, select all invoices by clicking on the checkbox next to the **document number**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCFgfsKC1mLTKvUnbSP5e%2F3.png?alt=media)

**Step 4:** After selecting the invoices, click on the **action button**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FEItdGJrdRDHwAdrrVjBT%2F4.png?alt=media)

#### **For Downloading Report:-** <a href="#cudmkt5w5lf3" id="cudmkt5w5lf3"></a>

Here, you'll find numerous options. The first option is **Download Report**. This allows you to download the invoice. There are four types of reports available: JSON Report, CSV Detail report, CSV Light report, or Re-import report. Choose the one that suits your needs.

**Step 5:** Click on the **download button** to download the report.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FFkhLrMbPQcFJCfn87AsM%2F5.png?alt=media)

Once the report is downloaded, you'll find it in the **bell icon** section.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpYjizq0OOw2YZA4f8mMw%2F6.png?alt=media)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQltgKzFquGeBuXQxXNvu%2F7.png?alt=media)

#### **For Email Action:-** <a href="#lqs1gsy5mop5" id="lqs1gsy5mop5"></a>

**Step 6:** The next action is **Email**. Click on it.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FQLgZcKhGXUyoYctCahVU%2F8.png?alt=media)

Here, you'll find a predefined email for your vendor. Fill in the necessary details.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F5v4GhbHONmZUjQoJyvsa%2F9.png?alt=media)

Include the **Supply legal name**, **Invoice month**, and **Reply to**. Then validate.

There are three types of email templates: Payment Reminder, Canceled Invoice Generation. Choose the one you need, attach the invoice, fill in the details, and click on the **send button**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FEJ3muCmV8qglvXb8tMCO%2F10.png?alt=media)

You're now ready to send the email to your vendor.

#### **Print Action:-** <a href="#fnc2yiax0pr0" id="fnc2yiax0pr0"></a>

**Step 7:** Cleartax also offers a **Print** option.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmVI4aAferfIBWbPsB2fa%2F11.png?alt=media)

To print your invoice, click on the **print button**. If you're printing more than one invoice, the **Print zip** option will be available.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTepSwN9kmrKWYn2t2KLw%2F12.png?alt=media)

Click on **print**, if you are printing for one invoice then you will found generate the print preview option, after click generate print preview and you're ready to print your invoice.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FfiYjZ57qcl3mFuqri6Rd%2F13.png?alt=media)

#### **Cancel IRN and E-way Bill :-** <a href="#kt45cxc9mrdv" id="kt45cxc9mrdv"></a>

**Step 8:** The final options are **Cancel IRN** and **Cancel EWB**. If your invoice was generated within the last 24 hours, you can cancel it by clicking on **Cancel IRN**. After 24 hours, you'll need to generate a credit note to cancel the invoice.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FxdaLio8t2rJDz3RFsZvu%2F14.png?alt=media)

#### **Delete Invoice :-** <a href="#pyjsdzg2q5xx" id="pyjsdzg2q5xx"></a>

If you want to delete the invoice from Cleartax, click on **Delete**. Note that this will only delete the invoice from Cleartax, not from the government portal.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FqDtiUbNvu8iwxSNgIuvV%2F15.png?alt=media)

That's all the actions you can take on invoices in the Cleartax portal.