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Creating a Draft

SnapBill allows you to create and send quotes and invoices. While you edit these (before converting them to a quote or an invoice) you can save them as drafts. Drafts are easily edited, can be saved indefinitely and will never be sent out to clients automatically.

To create a draft follow the steps below:

  1. Go to the client's account ⇒ Invoice Center
  2. Select the document you want to create, either Invoice, Quote or Credit Note from the left navigation menu
  3. Invoice editor table: Enter the description, unit cost & quantity for your first invoice line. To add another line in your invoice click the green ‘plus’ icon. To delete a line click the red ‘cross’ icon.
  4. When you have finished click the Save as Draft button.

SnapBill will not send your draft. It will be saved on the client’s account and can be accessed, modified and sent at a later date.

drafts.txt · Last modified: 2014/10/28 12:08 by Lisa Adams