How to handle multiple draft invoices efficiently ?

Managing invoice drafts can be time-consuming. We explain how to handle multiple drafts at once to save time and work more efficiently!

🔓 Required permissions

Team : View Invoices and Manage Invoices

Project : View Invoices and Manage Invoices

Here's how to do it in 5 steps:

Go to the Invoices menu on the left > Invoices tab > Draft tab.

screen multiple draft invoice management draft tab

Click on the top checkbox to select/deselect all, or choose the draft invoices manually.

screen multiple draft invoice management select manually

Click on the Actions button > then choose the action you want to apply to all the selected draft invoices, here "Set Invoice Date."

screen multiple draft invoice management set invoice date

Choose a common invoice date for all the draft invoices, then click on save.

screen multiple draft invoice management choose date

Alternatively, choose to Delete the selected draft invoices, then click on OK.

screen multiple draft invoice management delete draft

You know how to apply the same action to several draft invoices! 🥳