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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. | ||
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+ | ==== To create a draft follow the steps below: ==== | ||
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+ | - Go to the client's account ⇒ Invoice Center | ||
+ | - Select the document you want to create, either [[invoice|Invoice]], [[quote_proforma|Quote]] or [[credit_note|Credit Note]] from the left navigation menu | ||
+ | - 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. | ||
+ | - When you have finished click the Save as Draft button. | ||
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+ | 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. |