Editing and sending invoices

Screen reference

Invoices can be reviewed and edited before being sent to the billing client, depending on permissions and workflow configuration.

What you can do

• Review invoice detail before sending.
• Edit lines or fields that require correction when allowed.
• Send using the configured invoice email account or template.
• Confirm or cancel according to the organization’s workflow.
• Keep invoice status accurate.

Environmental consulting example

An accountant updates invoice comments before sending a remediation progress invoice to the client.