Submit a Draft Invoice on Account

To create an invoice on account for a job, you must first submit the draft for approval. Note that this applies only if you have set up approval hierarchies for draft invoices.

To submit a draft invoice:

1. Under the Jobs menu section, go to Invoice on Account » Invoice Editing tab.
2. Use the search filter and/or the Search field to select a draft invoice.
3. Click Save.
4. Click Submit Draft.