Creating Draft Invoices

Understand Your Invoice Detail Options on a Drafted Invoice

  

You can add a lot of details to your drafted invoice, like a PO number, terms, or a status. This article will explain the type of details you can add and where and how to add them. 

This article will focus on the column found on the Invoice Detail tab in a drafted invoice. First, let’s get to a drafted invoice. Then, we’ll add some details to it.

  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. 

Now we’ll go through all of your invoice detail options, by referencing the image below.

Invoice Number - This is the number associated with this invoice. To edit it, click into the text box and make your changes. 

Pickup Unbilled Time & Expense - Click on this hyperlink to begin the process of picking up unbilled time and expenses. This option is helpful when a charge was not included on the original invoice or new charges have incurred since the invoice was drafted. 

PO Number - Enter a PO number to add to this invoice. Keep in mind that you can have this field automatically populate a PO number, so you don’t have to manually enter it. 

Terms - Click on the red triangle under Terms and a picklist will populate. Here’s what you need to know about your options.

  • 1% 10 Net 30. This means there’s a 1 percent discount for an invoice paid within ten days, otherwise the entire invoice is owed within 30 days. “2% 10 Net 30” means there’s a 2 percent discount for an invoice paid within ten days, or the entire invoice is owed within 30 days. And so on.
  • Net 15. The number after “Net” (15, 30, 60) refers to the number of days the client has to pay an invoice. For example, “Net 15” means the client has 15 days to pay their bill. “Net 30” means the client has 30 days to pay their bill. And so on.
  • Due on receipt. When the client receives the invoice, he needs to pay it.
  • Consignment. An agreement to pay a person or company for goods, once the goods are sold.

Status - Status refers to the status of your invoice. That is, where the invoice is in its workflow (e.g., drafted or approved). To change an invoice’s status, click on the red triangle under the Status header. A picklist will populate and you can select an appropriate status. 

Draft, Due, and Sent Date - Add dates to indicate when you drafted and sent an invoice, and when it’s due. Click into any of the three fields and a calendar will populate and you can select a date.

Make your selections to add or remove details from your drafted invoice. Then, click save.

Where to Go from Here:

Your Invoicing and A/R Dashboard

Budget Status Tracking

 

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