Tag
recipient-editing
· 5 min read
Adding a PO Number After the Invoice Was Sent
A step-by-step walk through what happens when a client adds a purchase order number to an invoice you already issued, and why it does not reset the version.
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· 5 min read
Which Invoice Fields Are Locked and Which Can Change
Straight answers on editable fields, requestable changes, and locked fields on an issued invoice, and what each one means for your client.
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· 5 min read
How Recipients Approve an Invoice With No Account
What your client actually sees and clicks when they open your invoice link, from first view to final approval, without ever creating an account.
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