Unapproving an Invoice to add a payment

This article is for Unapproving an Invoice to add a Payment 

Step 1:

  • From Clients navigate to the Invoice Dashboard
  • Double click on the invoice that you would like to un-approve

Unapproving_an_invoice.png

 

Step 3:

  • Type a few letters in the note section and click on update (you can remove after updating, just need to update again)
  • Click ok and hit the back button

Step 4:

  • Click on the Approve Invoice icon, then click on the view report icon (Generate report if you have not already done so)

Unapproving_an_invoice_2.png

Step 5:

  • Click on the email icon associated with your invoice

Step 6:

  • If the email address is not already populated, add the email address and check the Mark as billed box

Creating_invoices_9.png

That's it! You have unapproved, approved, mark as billed, and sent the invoice.  You are now ready to enter payments

 

 

 

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