The Save & Review feature allows you to draft an invoice or receipt before sending it to the client.
- Save & Review is available when marking a session complete for:
- Online payments (that are not marked as paid in advance services)
- Other payment types when you select “Send Invoice”
- When Save & Review is chosen:
- The invoice will be put into a draft status in Billing.
- You can edit any changes to the invoice before sending it out.
- Once an invoice is in sent status:
- Save & Review is no longer an option as an invoice already exists.
- If you need to regenerate an invoice, you can edit a sent status invoice and then either:
- Request payment
- Send the invoice to have the updated version sent again to the client.
The updated invoice will also show in your preview section of Billing.