Edit a draft bill

Edit the details of an unpaid bill. Then depending on your user role, send the bill for approval or approve it yourself. If it's a repeating bill, only the current transaction changes. You can delete or void the bill template to stop all future repeats.

  1. Find and open your draft or awaiting approval bill. Use search if you know the contact's name, or bill amount.
  2. Make your changes to the bill. You can edit any field, and you can drag and drop the item lines to reorder them.
  3. Save the bill, send it for approval, or approve it yourself.