{"id":15947,"date":"2016-07-08T07:47:29","date_gmt":"2016-07-08T07:47:29","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=15947"},"modified":"2018-09-04T08:23:36","modified_gmt":"2018-09-04T07:23:36","slug":"raising-draft-invoices","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/raising-draft-invoices\/","title":{"rendered":"Raising draft invoices"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Raising draft invoices<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\"><p>One of our customers asked whether it would be possible to\u00a0allow them to\u00a0edit invoices once they&#8217;ve been raised from a job. \u00a0They were finding that, often, additional information that would need to be included in the invoice,\u00a0such as a PO number, would arrive after the invoice was raised. Other times, they may need to add or edit an address.<\/p>\n<p>The solution is to\u00a0raise your\u00a0invoices in <em>Draft<\/em>\u00a0mode and then\u00a0edit\u00a0information such as the\u00a0addresses, details or invoice amounts etc. at a later stage. Once you&#8217;re happy, click\u00a0<strong>Submit invoice<\/strong> and your customers can view the invoice straight away when once\u00a0logged into Okappy. Alternatively,\u00a0you can email your invoice to them once ready.<\/p>\n<p>Following is our quick guide outlining\u00a0how to raise a draft invoice, edit details and then submit the finalised invoice, ready to be viewed by your\u00a0customer.<\/p>\n<ol>\n<li>Once a job is complete, click <strong>Raise invoice<\/strong>\u00a0from the <em>Jobs<\/em> screen to open the modal.\n<ul>\n<li>To ensure the invoice is raised as draft, tick the\u00a0checkbox next to <em>Draft<\/em>\u00a0at the bottom of the modal.<\/li>\n<li>When you raise an invoice in draft mode, you can edit it further. \u00a0Your customer will not be able to see the invoice until it is submitted.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/Raise-invoice-as-draft@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[f65c8e30ccf440a355b]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Raise-invoice-as-draft.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/click-draft-button-on-invoice@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[fcc8573af44c74b3c75]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/click-draft-button-on-invoice.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-2\"><p>2. To view the invoice, go to the <em>Invoices<\/em> screen.<\/p>\n<p>All draft invoices are marked (Draft) as you can see below for the invoice raised towards\u00a0Job ID 33699.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/invoice-screen-draft-invoice@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[b037fb3c185dd75a52f]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/invoice-screen-draft-invoice.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-5 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-3\"><p>3. \u00a0Click <strong>Invoice 1460 (Draft)<\/strong>. \u00a0You\u00a0can edit the invoice address, reference, details and amounts.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-6 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-4 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/draft-invoice-edit-fields@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[573b78a830cf7cea1ec]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/draft-invoice-edit-fields.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-7 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-4\"><p>4. \u00a0Once you are happy with the details on the invoice, click <strong>Update Invoice <\/strong>to save the changes.<\/p>\n<p>The invoice will be updated but will remain in draft status until it is finally submitted by clicking the\u00a0<strong>Submit Invoice<\/strong>\u00a0button.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-8 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-5 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/update-or-submit-draft-invoice@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[03cd28f2909028f193c]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/update-or-submit-draft-invoice.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-9 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-5\"><p>5. \u00a0Once you have submitted the invoice, your customers will be able to view it from their own Okappy account. \u00a0Alternatively, you can email a copy of the\u00a0invoice to them.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-10 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-6 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/draft-to-final-invoice@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[36e0a42f21617acde4a]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/draft-to-final-invoice.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-11 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-6\"><p>6. \u00a0You can see from the <em>Invoices<\/em> screen that the invoice is not in Draft mode anymore. \u00a0You can now export it to your accounting package.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-12 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-7 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/final-invoice-status@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[8f7ffcd63e1e6de5920]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/final-invoice-status.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-13 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-7\"><p>Check out\u00a0our\u00a0<a href=\"http:\/\/www.okappy.com\/support\/\" target=\"_blank\" rel=\"noopener\">Help &amp; Support<\/a>\u00a0pages to see information on all the Okappy Job Management features\u00a0designed to make your life easier.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-2 { overflow:visible; }<\/style><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to raise draft invoices which can be edited before emailing them to your customers<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[314],"portfolio_skills":[],"portfolio_tags":[343,344,345],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Raise draft invoices for editing<\/title>\n<meta name=\"description\" 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