Changing invoice status

At any moment, you can change the invoice status to one of the following options: draft, pending approval, awaiting payment and billable clients. You can change the status both in the BILLING section and in the Invoices tab in the case card.

Sending the invoice for approval

  1. From the main navigation menu on the left click on BILLING.  
  2. Select one of the invoices in the Draft folder and click on the "•••" icon.
  3. Select Approve.
  4. The invoice will automatically move to the Pending Approval folder.
  5. You can also resend the bill from the Awaiting payment folder for approval.

billing1.gif

Reopening an invoice

  1. From the main navigation menu on the left click on BILLING.  
  2. Select one of the invoices in the Pending Approval folder.
  3. Click on the "•••" icon and select Return to draft.
  4. The invoice will automatically return to the Draft folder.

billing2.gif

Sending invoice for payment

  1. From the main navigation menu on the left click on BILLING.  
  2. Select one of the invoices in the Draft or Pending Approval folders.
  3. Click on the "•••" icon and select Approve.
  4. The invoice will automatically move to the Awaiting Payment folder.

billing3.gif