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How do I edit and approve draft invoices?

Cassandra Yost
Updated

This article explains how to view, edit, and approve draft invoices. You’ll learn how to adjust time and expense details, change the “Bill-To” recipient, and manage sorting, filtering, and workflow approvals to ensure invoices are accurate and ready to be sent.

Editing Draft Invoices

Make updates to draft invoices before they’re finalized to ensure all details are accurate.

  1. In the Draft Invoices tab, use the search bar to quickly look up a specific customer.
  2. Customize your view by sorting or filtering columns.
    • Click any column header to sort ascending or descending.
    • To pin important columns:
      • Select the column menu (three-line icon) by hovering over the column name.
      • Select Pin Column.
  3. Select any row to open an invoice in draft view.
  4. From here, you may edit any part of the invoice, including time entries and expense details.
    • Invoices are only able to be edited while in Draft status.

Approving Draft Invoices

Finalize draft invoices for the next stage of the billing process once they have been reviewed.

  1. Navigate to the Draft Invoices tab.
  2. Select your name in the Filter By Staff search option in the top right corner.
  3. Review all draft invoices awaiting your attention and take action by selecting the invoice row:
    • Review the invoice or request feedback from a team member selecting Request Review.
    • Approve and select Ready for Send to move the invoice forward in the workflow.
      • When the invoice status changes, it will move to the corresponding view in the Draft Invoices tab.

Changing the “Bill-To” Recipient

Update the contact or client who will receive the invoice from the draft invoice view.

  1. Navigate to the Draft Invoices tab.
  2. Select any row to open a draft invoice or create a new one in the top right corner.
  3. Select the Invoice Details section at the top of the screen.
  4. In the Invoice To field, use the dropdown to select a different recipient.
    • You may choose another contact or client within the same billing group.
    • The recipient’s name and contact information automatically update across the invoice.

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