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Print draft bills

If a bill is still in the draft stage and is not ready to be finalised, you can print a draft copy of the bill. You might want to do this when you set up a new bill, so that you can check the layout of the bill.

To print a draft copy of a bill

Open: Project Accounting > Billing > Print Draft Bill.

1. You can display draft bills for a project, customer or bill reference.
   • To show all draft bills, select All bills.
   • To show all draft bills for a project, choose Single project and select the Project code.
   • To show all draft bills for a customer, choose Single customer and select the customer.
   • To show a particular draft bill, choose Single bill and select the Bill no.

2. To display the draft bills, click Display.

   You can sort the list by clicking on the column headings, e.g. clicking on Customer name will sort the list in ascending or descending alphabetical order.

3. You can print a selection of draft bills or all the bills in the list.

   Tip: To select more than one item using the mouse, hold down the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

   • To print a selection of bills, highlight the bills and click Print.
   • To print all the bills in the list, click Print All.

Printing a draft bill will not change the bill's status from Draft to Finalised.