Questions answered in this article:
- How do I submit an invoice?
- How do I mark an invoice as submitted?
View the instructional video(s) on this topic below:
- Getting started: Invoice tab (7 min video)
Related articles:
You can submit an invoice in two ways. The first method is through the invoice history list while the second option is via the Invoice preview modal.
Invoice History
In the Clients information modal, go to the Finances Tab, then proceed to the Invoice history section.
Select an invoice that you want to be submitted. Click the respective status, and in the dropdown, select submitted status.
Invoice Modal
In the Invoice History section, select a particular invoice to open the invoice preview modal.
In the invoice preview modal header toolbar, select “More”. In the dropdown menu, click “Mark as Submitted”.
