So, as you probably already know that while users could open, view, and edit draft invoices, there was no way to actually mark an invoice as ‘review completed’. Well, now there is! This week’s Tip of the Week will take a look at how to mark a draft invoice as ‘review completed’ and thereby view a tick mark next to the listed draft invoice to easily show what’s been reviewed and what hasn’t been before sending invoices out.
Simply head under Invoices>Drafts link and click on an invoice amount to open up the editing page.
By default, you will land under the ‘General’ tab where you can see a ‘Review Completed’ checkbox. Click to mark the checkbox and save these changes.
Now back on the main draft invoices screen, you can see a tick mark has appeared next to the invoice marked as ‘Review Completed‘.
As a reminder of the different draft invoice status symbols, the means ‘Review Completed’, means the draft has been ‘Viewed’, and means it’s been ‘Edited’.
This handy little feature means users do not need to open each draft invoice or guesswork as to which ones are ready to be sent out, as the tick mark will assure you that everything has been reviewed and is geared up to go!
If you’d like TimeSolv support to help you in understanding how to mark a draft invoice as ‘Review Completed’, please call 1.800.715.1284 or schedule a FREE 30-minute session now!