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Q. How do I save my invoice as draft?: 000003188

Article Number: 000003188

Note - This feature may not be available in your portal.

You can save your invoice as a draft in the portal. This will allow you to make changes to the invoice at a later time before it is submitted to your customer.

1 - At the bottom of your invoice creation screen, select Save as Draft

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2 - To edit the invoice you saved as a draft, go to My Invoices. Use the invoice status search feature to find invoices saved as Draft.

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3 - When you see the invoice in the list, select the gear icon under the Actions column. You will have two options:

  • Edit Draft - this will allow you to edit the invoice again before submission.
  • Delete Draft - this will delete the invoice you saved as a draft.

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