Draft Invoices Fields

This section describes the fields and actions on the Draft Invoices workspace.

Card Fields

Field	Description
Job	This field displays the name and number of the job being invoiced.
Customer	This field displays the name of the customer being invoiced.
Type	This field displays the invoice type.
Invoice Name	Enter a name for the draft invoice.
Payment Terms	Select the payment terms to apply to the invoice.
Preferred Invoice Date	Select the preferred invoice date. This must be within the open posting interval. If you do not choose a date, Maconomy automatically enters the date when the invoice was printed.
Due Date	This field displays the date on which payment is due for the invoice.
Blanket Draft	This field displays whether the current record is included in a blanket draft.
Selected for Invoicing	This field displays the total price of invoice lines selected for invoicing.
To be adjusted on draft, Summary	This field displays the amount to be adjusted based on the changes you make to the draft invoice.
Price Breakdown	This field displays the price to be paid. Click the amount to display an info bubble with the details of the breakdown.
Up/Down	This field displays the amount by which the invoiceable amount has been written up or down, expressed in the currency of the job.
Billing Address	This field displays the address of the bill to customer. Update the information as needed.

Card Actions

Button	Description
	Click this icon to refresh data in the current workspace.
	Click to display the list view. Click to display the detailed view.
Save	Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action is disabled until additional changes are made.
Revert	Click this action to undo changes made to the current record, or to any of its lines.
Submit Draft	Click this action to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes. Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Print Draft	Click this action to print the draft invoice.
Approval	Choose an approval action from the dropdown list: Approve - Click this action button to approve the current record. Reject... - Click this action button to reject the current record. Undo Approval/Reject - Click this action button to undo approval/rejection of the current record. Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Editing	Choose an action from the dropdown list: Close Editing - Click this action to close editing on the draft invoice. Reopen Editing - Click this action to reopen an approved draft invoice for editing. Restore Editing, Detailed Specification - Click this action to restore the detailed specification of a previous edit of the invoice. If the previous edit has a document archive, it is assigned to the current edit. Restore Editing, Summary - Click this action to restore the summary draft of a previous edit of the invoice. If the previous edit has a document archive, it is assigned to the current edit. Copy Editing from Invoice... - Click this action to specify an invoice from which lines should be copied to the current draft invoice. Copy Editing from Draft... - Click this action to specify a combination of job number, bill-to customer, and appropriation to point out an approved invoice editing from which the lines are copied to the current draft invoice.
Other Actions	In the Draft Invoices workspace, this dropdown list includes the following actions: Show Summary - Click this action to display the lines from the summary draft. Show Detailed Specification - Click this action to display lines from the detailed specification. Remove Other Drafts - Click this action to remove all previous drafts of the current draft invoice. Attach Document - Click this action to attach documents to the record.