Draft Invoices Procedures
This section describes the steps you need to follow to work with draft invoices.
- Related Topics:
- Edit a Draft Invoice
Use these steps to edit a draft invoice. - Print a Draft Invoice
Use this workspace to print a draft invoice. - Submit a Draft Invoice
To create an invoice 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. - Attach Documents to a Draft Invoice
Use these steps to attach documents to a draft invoice. - Approve or Reject a Draft Invoice
To issue an invoice, you must first approve the draft. Note that this applies only if you have set up approval hierarchies for draft invoices. - View a Document
You can view any document listed in the Documents sub-tab. - Start a Conversation
You can use the conversations functionality to correspond about a specific record or transaction with other employees in your company. - Reply to a Conversation
Use the speech bubble icon in the top right corner of the menu to quickly view and respond to conversations.
Parent Topic: Draft Invoices