Ava drafts and edits invoices
Ask Ava for an invoice in plain words; she prepares a draft card you check and apply. Ava never sends, charges or voids anything.
Ask Ava something like *"invoice Acme for 3 hours of design at 120 and the monthly retainer template"* or *"take the travel line off INV-1042"*. Ava answers with a card showing the client, the lines and the total.
- Nothing is written until you press Apply on the card. Apply makes or changes a draft only; you send it yourself.
- A price is filled in only when you said it, or it comes from a template or from Inventory (and you can see Inventory prices). Any other line says Needs your amount and must be typed on the card first.
- An edit is all or nothing: if one change cannot be made, none of them is.
- Only people who can bill clients can use it. Ava cannot send, take a payment, void or refund.
Note
This applies where client billing is switched on for your workspace. Where it is off, invoices work as they did before.
Still stuck? Open a support ticket and we'll help you out - tracked right inside Navalo.