Approving and Sending an Invoice

This article is for Approving and Sending an Invoice

Step 1:

  • Navigate to Invoices tab
  • Click on the thumbs up icon to approve the invoice

    Step 2:
  • Click Yes to approve the invoice

Step 3:

  • Click on Generate Report

Step 4:

  • Select the Report you would like to see. (These may be different than what you see here)

Creating_invoices_6.png

 

Step 5:

  • This is the report in preview mode
  • From here you can edit the document by clicking edit
  • Click on Preview when you have completed your editing
  • From here you can maximize, minimize, view full screen, download and print the report, click Save

Creating_invoices_6.png_7.png

 

Step 7:

  • From here click on View Reports

Creating_invoices_8.png

 

Step 8:

  • These icons will allow you to view the invoice, regenerate, email, or add a document
  • Click on the email icon

Creating_invoices_9.png

 

Step 9:

  • Enter an email address (1), (if one doesn't come up), check the Mark as billed box (2), and hit Send
    • YOU WILL NOT BE ABLE TO ADD A PAYMENT IF YOU DO NOT MARK AS BILLED

 

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