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