Getting all of your invoices in order has never been easier! With AND CO you can simply create an invoice and save it as a draft to be sent at a later date. #saveitforlater
You can create an invoice via the Create tab > Invoice
You can also create an invoice via the Project > Invoice Project
As well as via the invoices tab > new invoice
Select from the options to create your invoice
Once the invoice is in review you can simply save the invoice as a draft by selecting > options > save located to the top left of the invoice
Once the invoice has been saved as a draft you can access the saved draft invoice via your Invoices > selecting the draft invoice
😎 Tips: 😎
Once an invoice has been saved as a draft you can view the draft via the invoices tab or via the Client and Project
An Invoice has to be sent either to your client or to yourself to then be able to record a payment against it via the green record payment button on the invoice.
You can mark and invoice as sent without sending it to your client and you can view more on this here
Draft invoices can be viewed on the web!
A draft invoice needs to be sent to your client or marked as sent to be activated and allow for online payments
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌