Create a Customer Draft Invoice

Use these steps to create a customer draft invoice.

To create a customer draft invoice:

1. Under the Accounts Receivable menu group, go to Customer Invoicing > Invoice Selection.
2. Use the search filter and/or Search field at the top of the workspace to select a customer.
3. Enter information about the invoice as needed.
4. In the table, select the Include checkbox to include jobs for invoicing as needed.
   Note: When you include two or more jobs in the draft, this automatically creates a blanket draft invoice.
5. Click Save.
6. Click Approve to create the draft invoice and approve it for editing.