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 subtab. 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 HomeJobsDraft InvoicesDraft Invoices Procedures
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 subtab. 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 HomeJobsDraft InvoicesDraft Invoices Procedures