Save & View Draft Invoices With AND.CO
Create your invoices and save them as drafts to be sent at a later time or date seamlessly with AND.CO!
First step is to create your invoice.
Once you have created your invoice and you are ready to save it.
Select the save and close option top right (webapp only)
Once you have selected Save you will be prompted to confirm that you are saving the invoice as a draft simply select YES PLEASE
View Invoice Once saved as Draft
To view your invoice once you have saved it as a draft (Webapp only)
Via The Projects Tab
Select the > Project > Invoices tab > filter to draft invoices or select the draft invoice
Via the Clients tab (webapp only)
Select the Clients tab > Invoices tab
Via The Invoices tab (webapp only)
Select the Invoices tab > Filter by draft invoices or select the draft invoice
(you can filter to draft invoices)
Once selected you can make further edits by selecting Edit or you can simply send the invoice to your client for payment as well as download the invoice PDF.
To Make any edits > Select the edit and send option via the 3 dot menu icon to the right or simply select the invoice
To Save the invoice as a draft select the options tab top left > save
To send the invoice select > send > enter in the contact details or select from the ones already listed in the compose email section.
You can also select from your email templates if you are wanting to use a different template for the email message for the invoice or create a new email template simply by selecting the > template option. See more on email templates here.
💥 Tips: 🦄
- You can edit the draft invoice once selected by selecting the edit option.
- Once the invoice has been sent you can then record a payment against it.
- You can delete the draft invoice by selecting the 3 dots icon next to the draft invoice > delete option in grey. This will delete the invoice forever.
- Invoices need to be sent in order to activate the online payment link and record payments against it.
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌