Invoice Features to Use with Invoice Review and Approvals

Create a Snapshot with Bulk Actions


Create a snapshot for multiple invoices at once with Bulk Actions on your Draft Invoices dashboard. This article will walk you through the process.

Here’s what we’ll cover in this article:

  • Get to your drafted invoices,
  • Create a snapshot of multiple invoices with Bulk Actions,
  • Find the snapshot in your drafted invoice.

TIP: What’s a snapshot?

You can take a snapshot of drafted invoices. 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.

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

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

  3. Check the box next to each drafted invoice that you want to create a snapshot for.

  4. Click on the white triangle next to Bulk Actions and a picklist will populate.

  5. Select Create Snapshot from the picklist.

    NOTE: The snapshot will take the default invoice template on the preview screen, so you may want to change the preview template before creating it in bulk.

See your Snapshots on a Drafted Invoice

Now let’s go into a drafted invoice to see where the snapshot will appear.

Click on the hyperlinked dollar amount in the Amount column to get to a drafted invoice.

Click on the Preview tab.

The snapshot will appear under Invoice Snapshots, located on the right sidebar. Click on the hyperlink to see the snapshot.

Where to Go from Here:

Invoice Review and Approvals

Multi-level Approvals

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