Access a Drafted Invoice
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This article explains how to navigate to your Draft Invoices window, where you can access a drafted invoice among many other operations. We’ll also direct you to several articles that explain changes and additions you can make to a drafted invoice.
You’ll access drafted invoices often, so this article will get you comfortable with the workflow to get there.
- Click Invoicing...Overview from your navigation bar.
- Click Drafts, found on the middle tile, and then click the tile itself.
- Click on a hyperlinked dollar amount in the Amount column to be directed to your drafted invoice.
Here, you can make any number of changes, such as adding time or updating an expense. You can also make a number of modifications and/or additions in the Preview tab.
Need more details? Once you understand the basics, the articles below will take you a little deeper.