Print draft bills

If a bill is still in the draft stage and is not ready to be finalised, you can print a draft copy of the bill. You might want to do this when you set up a new bill, so that you can check the layout of the bill.

To print a draft copy of a bill

Open: Project Accounting > Billing > Print Draft Bill.

1. You can display draft bills for a project, customer or bill reference.
   • To show all draft bills, select All bills.
   • To show all draft bills for a project, choose Single project and select the Project code.
   • To show all draft bills for a customer, choose Single customer and select the customer.
   • To show a particular draft bill, choose Single bill and select the Bill no.

2. To display the draft bills, click Display.

   Note: You can sort the list by clicking on the column headings, e.g. clicking on Customer name will sort the list in ascending or descending alphabetical order.

3. You can print a selection of draft bills or all the bills in the list.

   Tip: To select multiple items, use the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

   • To print a selection of bills, highlight the bills and click Print.
   • To print all the bills in the list, click Print All.

Note: Printing a draft bill will not change the bill's status from Draft to Finalised.