Complete the following procedure to preview and submit an invoice:
- Review invoice information to make sure there are no omissions. If there are errors, click any of the Edit hyperlinks (Edit Line Items, Edit Taxes & Discounts, or Edit Header) to make any changes (see How do I edit a line item in an invoice?). You can edit each line item directly from this page as long as the invoice has not been submitted
- Once you determine the invoice is ready for submission, click the Submit to Client button. A submit confirmation screen appears.
- Click OK. The invoice is submitted to the client and is searchable on the Track Invoices screen.
- To save changes for later submission, click the Submit Later button.