To continue a saved invoice, perform this procedure.
- Log in to CounselGO.
- Select a client to work with. The CounselGO dashboard opens.
- Click Invoice Drafts (#) on the top left. The Invoice Drafts page opens.
From here the CounselGO user can:
- Open an invoice.
- Tick the box at the beginning of a row to enable the Delete Invoice button.
- To open the invoice, click the invoice number. The invoice record opens.
- You can make changes as needed.
- After reviewing the invoice, click the appropriate button to Delete Invoice, Save Invoice or Submit to Client.
Contact Us: Please contact firstname.lastname@example.org for any other questions. We are happy to help.