Last updated 2 weeks ago
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Fill out billing drafts

Summary
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29 Sep 25by Maron

You don't always have time to finalise things so drafting your bills will save you time.

 


 

Draft a bill

  • Go to the Expenses tab > Purchases
  • Click on Create purchase
  • Create your bill and click Save as draft in the top right corner
Screen 1 - Filling out billing draft.png
  • A draft confirmation on the bottom right corner will appear in green
Screen 2 - Filling out billing draft.png

 

 


 

Return to drafted bills

When you want to go back to your invoices drafts, follow the steps below:

  • Return to the Expenses tab > Purchases
  • Go to your bill in the list to find the one you want to work on (drafted ones are listed with the purple dot)

Screen 3 - Filling out billing draft.png

 

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Cancel or edit a bill
Create a bill and upload your attachments
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