The “Action” button at the right side of each client contains different options;

 

  1. Edit- you can edit the invoice details on i.e. fee note, quotation when adding a particular information or an item then once you are done click on the “Update” button to save
  2. View option –It contains the document and billing details of a quotation, fee note, credit notes
  3. Print option –You are able to get a print out
  4. Attachments – you can attach a documents i.e. supportive documents
  5. Comment- enables you to post comments
  6. You are able to perform bulk actions by clicking on the “Check Boxes” at the right side of each invoice. Scroll down at the end of page and choose the different action you want can either be (approve, cancel, delete) then click on the “Go” button once you are done to submit.