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Add a draft invoice
Updated over 3 months ago

You can add invoices from the desktop in order to receive payment from a customer/work address for the job.

Draft invoices can be used if you want your staff to create invoices but you want to check before it gets sent. They can also be used in instances where you want to check the invoice before it goes to your accounting package or if you want to come back to the invoice at a later date to make changes.

Adding a draft invoice

  1. Navigate to the job overview page > Invoices tab > Add new invoice > Advanced options > Save invoice as draft > Save invoice

Converting draft invoices to active invoices

  1. Navigate to the job overview page > Invoices tab > Draft Invoices > View > Convert draft to invoice

draft invoice.png
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