Viewing All Draft Invoices

You can view all invoices that are saved as drafts. Each draft invoice can be managed easily from a single screen. You can perform actions like canceling the invoice, viewing history, adding notes, and checking payment details, helping you stay organized and in control of your billing process.

Follow the step-by-step guide below to view all draft invoices on the TAAX Pro platform.

Step 1: Navigate to the left side panel, hover over the “Invoices” section, then click on the “View All Draft Invoices” option.

Step 2: After clicking on the “View All Draft Invoices” option, a new screen will open with the details of all previous invoices, where you can also add a new invoice.

Step 3: Click on the eye icon next to any of the draft invoices you want to view.

After opening a draft invoice, you’ll be taken to the View Draft Invoice screen, where you can manage the draft invoice as discussed below:

Managing a Draft Invoice

Managing a draft invoice (whether editing, canceling, or publishing it) ensures the invoice is accurate and ready before it’s shared with the customer.