Draft Invoices Properties
You may need the invoicing process to be carried out in stages, or to be approved after employees issue them, or you may prefer not to record them definitively and send them to the authority or tax department until ensuring the completion of the transaction or receipt of payment. This is what you can use draft invoices for.
How to Issue Draft Invoices?
In the same way, you issue regular invoices, go to ‘Create Invoice‘ under ‘Sales‘ or ‘Purchase Invoices‘ under ‘Purchases,’ and enter the invoice details as usual.
Then, click on the ‘Save as Draft‘ button instead of saving it permanently.
You can refer to these articles to learn more about sales or purchase invoice data:
Draft Invoices Properties
When reviewing the invoice list or one of your invoices of the draft type, you’ll notice its distinction from regular invoices through the following properties:
- The serial number is different from the serial number of regular invoices and includes the word ‘draft.’ It is considered a preliminary document rather than a complete invoice.
- It does not display a QR code.
- It does not affect the constraints or the accounts of client mor supplier, and it takes the status ‘Not Submitted.’Converting it from a draft to an invoice is easy by opening it and clicking the ‘Issue Invoice‘ button.
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When performing any action on a draft invoice, such as deleting it, it is easy to identify it by its serial number.
