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Invoices pending on completed jobs (red triangle)
Invoices pending on completed jobs (red triangle)
Chris avatar
Written by Chris
Updated over a month ago

When you have a Draft invoice attached to a completed job, GorillaDesk will notify you with a red triangle on your job tiles.

When an invoice is in Draft status, the invoice's total will not appear on the customer's account balance. Draft invoices will not count towards your receivables.

To remove the red triangle and take the invoice out of Draft status, you can:

  1. Send the invoice by email

  2. Manually mark the invoice as Sent

Send the invoice by email

(Desktop)

(Mobile)

Manually mark the invoice as Sent

(Desktop)

(Mobile)

Please note: Marking the Invoice as Sent does NOT send the invoice to your customer. This method will add the invoice's balance to the customer's account without sending it to them. This is a great option when sending printed copies to your customer.

  1. Mark the invoice as Sent to add the invoice's balance to the customer's account

  2. Print the invoice

  3. Mail out the paper copy

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