Invoices that are attached to Jobs as a Draft Invoice can automatically be Converted to an Open Invoice when the Job is created or when the Job is completed.

You can choose at which stage you would like this to happen within your Invoice settings in the Web Portal.

  1. Select Settings cog from the top menu bar.
  2. Accounts
  3. Invoices
  4. Choose the option you would like to trigger the Invoice to go from Draft to Open.
  5. Scroll to the bottom on the page and select Save.