Why are my invoices going into drafts instead of being sent?

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  • Updated 6 years ago
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I sent my invoices and they are going into drafts instead of sent..
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Gregg VanBebber

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Posted 6 years ago

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Bryan H

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Hello Gregg,

When a document is in your Drafts folder and not your Sent folder, it means that it has not yet been sent to your trading partner. If there are currently invoices saved in your drafts folder that you would like to send, you will want to edit those drafts and then click the Send button at the bottom of the form. You will receive confirmation once the invoice is sent.

Or if you would like to send the invoices directly from your Drafts folder, then you can check the box to the left of the invoice(s) that you are ready to send, and then select 'Send' from the Select an Action menu. Assuming all the necessary information is filled out in the invoice, it will be sent and you will receive a confirmation. If there is still information that needs to be filled out on the invoice, then you will receive a thumbs down (failed) status in the results window.

I hope this helps! Please let me know if you have any further questions about this process.



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