Create an invoice draft

Users with the Can Send Invoice role permission can create invoice drafts to review before sending. You can create a draft individually or in bulk. Once a draft is created, you can view, edit, and send it.

To create an individual invoice draft:

1. Depending on the status of the request, select:

   • View > View All Requests
   • View > All Pending Requests
   • View > On Hold Requests

2. Next to the request you want, click . A pop-up appears.
3. Select Actions > Create Draft Invoice. The Draft Invoices page appears.

To create bulk invoice drafts:

1. Select Invoices > Bulk Invoicing.

2. Select the events you want to invoice.

   Notes: You can use the filters to narrow the list.

3. Select Actions > Create Draft Invoice(s). The Draft Invoices page appears with the newly created drafts.

To view an invoice draft:

1. Select Invoices > Draft Invoice.
2. Next to the draft you want, click . The invoice appears with the Invoice Status set to Draft.

To edit the invoice date:

1. Depending on the status of the request, select:

   • View > View All Requests
   • View > All Pending Requests
   • View > On Hold Requests

2. Next to the request you want, click . The invoice appears.
3. Click Edit Invoice. A pop-up appears.

4. To change the Invoice Date, the date when the invoice is sent, enter the new date, or select from the calendar.

   Note: You must have the Manage District Settings user permission.

5. To change the Due Date, enter the new date, or select from the calendar.

   Note: You must have the Can Send Invoices role permission.

6. Click Save Invoice.

To send an invoice from a draft:

1. Select Invoices > Draft Invoices.
2. Next to the draft you want, click . The invoice appears with the Invoice Status set to Draft.
3. Select Actions > Send Email. A pop-up appears.
4. Select the user(s) you want to receive the emailed invoice, and add any desired notes or attachments.
5. Click Send Email.