Articles on: Invoices

How to generate invoices in draft mode?

By default invoices are generated as "Final" ready to be sent to clients. However, if a discrepancy is found during review, notes (time/expense entries) in the invoices can be edited and those edits are automatically reflected in invoices.

The invoices simply need to be downloaded again after making edits in notes.

New Invoices in Draft mode setting under billings can be used to generate invoices in Draft mode to easily identify which invoices have been reviewed.

The invoice PDF will show "DRAFT INVOICE" caption on its face.

1.To change an invoice from draft mode to final (or vice versa),
2.Go under the Unpaid Invoices section under the billing tab,
3.Click on the "Is Final" toggle on the right for a particular invoice.

Same Toggle is also available under Clients -> Invoices and Cases (Projects) -> Invoices tab.

Updated on: 23/03/2023

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