Understand Your Drafted Invoice Options

Autosave on Invoices

  

Don’t rely on your memory to click “save” each time you make a change in an invoice. Activate autosave in a draft invoice to automatically save your changes. This article will show you how to activate this feature.

First, let’s get to a drafted invoice.

  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.
  3. Click on a value in the Amount column. This will take you to the drafted invoice for a specific project. You’ll default into the Invoice Detail tab, which is where you want to be. 
  4. Find the autosave feature, which is near the top-right corner of your window. Toggle the autosave feature on.


    Once you activate this feature in one drafted invoice, it’ll be activated for all of your invoices (drafted and new).

Where to Go from Here:

Bulk Actions on the Draft Invoices Window

How to Add Time to a Drafted Invoice

 

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