How To Mark A Draft Invoice As Sent!

Need to create or revise an invoice in AND CO without sending it to your client?

Firstly you will need to have created the invoice and saved it as a draft.
View more on how you can create a draft invoice here.

Once you have created the draft invoice select the menu icon 3 dots next to the draft invoice 

Via the invoices tab > you can sort by  draft invoices

Select the menu icon to the right of the invoice (3 little dots) 

Select from the options > mark as sent

Once you have selected the option > Mark as Sent The invoice will then be updated to a sent and show as "outstanding" (waiting on payment), you can also sort by "sent" invoices

Mark A Sent/Outstanding Invoice As Paid

Once a invoice is showing as "sent" (without sending) and status is  "outstanding" you can then manually mark the invoice as paid. 

Select the 3 dots to the right of the invoice

select from the options > record full payment

Selecting the "Record Full Payment" option via the icon to the right of the invoice (3 little dots) will mark the invoice as paid in full along with the date you recordedthe full payment. 

You can also record a payment on the invoice by selecting the invoice > record payment option in green 

💌  Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌


Did this answer your question?