Creating Draft Invoices

Bulk Update Invoices

  

Save time and update multiple invoices at once when you bulk update invoices. You can update the draft date, sent date, due date, invoice status, and invoice terms all in one transaction. Follow the steps below to learn how.

  1. Click Invoicing...Overview from your navigation bar.
  2. Find the middle tile and click on the Drafts tab. Then, click on the tile itself. This will take you to your Draft Invoices window.

    NOTE: You can also Bulk Update invoices on your A/R Aging and Finals tile.
  3. Select the invoices you want to update.
  4. Click the white triangle next to Bulk Actions and select Update from the picklist.
  5. Enter the details you want to add to the invoices you selected.

  6. Click update to update your selected invoices.


    NOTE: For each field, specifying a value will update the invoice to that value. Leaving the value blank will keep the existing value on each invoice.

 Where to Go from Here:

Locate Invoices Based on their Status

Creating Percent Complete Invoices

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