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)
There are two ways to submit an invoice. The first is through the invoice history list. The second is through the Invoice preview Modal.
In the Clients information modal, Go to Finances Tab, and go to Invoice history
Select an invoice that you want to be submitted. Click the respective status, and in the dropdown, select submitted status
In the Invoice History, click a specific invoice to open the invoice preview modal
In the invoice preview modal header tool, select More. In the dropdown, click the Mark as Submitted.