Creating Draft Invoices

Bulk Actions on Draft Invoices Window

  

Save time by doing multiple things at once with Bulk Actions on your Draft Invoices window. This feature allows you to update a status, delete, start the review and approval process and more to one or more of your drafted invoices.

Let’s get to your Drafted Invoices window, and then we’ll show you how to use the Bulk Actions feature.

  1. Click Invoicing...Overview from your navigation bar.

  2. Click Drafts, found on the middle tile, and then click the tile itself.


    Your window will look like this:

  3. Check one or more boxes next to the projects that you’ve drafted invoices for.


    You’ll notice that the Bulk Actions button turns gray and we can apply this feature to the selected invoices.


  4. Click on the white triangle next to Bulk Actions and a picklist will populate. Here’s what you need to know:

Begin Review/Approval will start the review and approval process for the selected invoices. A window will pop up to confirm this action.

Post will post the invoices for a total amount. For example, we’d like to post two invoices for a total of $13,000. A window will appear where you can select the invoice posting format and date.

Update Status allows you to change the status of the invoice. A window with a picklist of options, including “approved,” “posted”, and “sent”, will populate and you make the appropriate selection.

Mark as Paid will mark the invoice as paid and will remove it from your Draft Invoices window.

Print allows you to print the drafted invoice in the template of your choosing. A window will pop up, where you can select one of your templates to print the draft.

Create snapshot takes a snapshot of your drafted invoice(s). This means you save a copy of the invoice, which appears as a hyperlink on the side of your invoice. Snapshots are helpful when you want to see what an invoice looks like with your different invoice templates.

Email allows you to email your drafted invoice to your client.

Delete is a permanent action. All work in progress associated with the selected invoices will move back to the unbilled pool.

Where to Go from Here:

Editing/Viewing Invoices

Creating Draft Invoices

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