How to block the invoice preview or saving it as a draft

Daftra software provides more than one way to prevent previewing the invoice before saving.

The First Method is:

Deactivate the "Preview Invoice Before Saving" option for all users.

You can deactivate the “Preview Invoice Before Saving” option for all account users by following these steps:

  1. Click on “Sales” from the main menu.
  2. Click on “Sales Settings.”
  3. Click on “General Invoice and Estimates Settings.”
  4. On this page, deactivate the option labeled “Enable Invoice Preview Before Saving.
  5. After saving, the preview option will no longer appear during invoice creation until it’s reactivated, either for all users or by the account administrator.


However, by activating this option, the ability to preview invoices before saving will be disabled for all users, including the account administrator.

Therefore, no one will be able to preview invoices again until this option is reactivated.

The Second Method is:

Blocking the "Preview Invoice Before Save" option for a specific job role.

For example, if you want to prevent the job role “Employees” from having the “Preview” capability for invoices before saving,

  • You can use the following links to block the designated employees from having the ability to “Preview” invoices:
    • To block preview through the browser: owner/invoices/preview/
    • To block preview through PDF: owner/invoices/preview.pdf
  • Copy the above links and then paste them into the “Blocked Pages” section for the specific job role you want to restrict.
  • You can also prevent an employee from saving an invoice as a “draft” by adding the following link to the restricted pages:
    • owner/invoices/add?send=draft

Here are the steps to block a page for a specific job role:

  1. From the main menu, click on “Employees.”
  2. Click on “Manage Employee Roles.”
  3. Click on the “Blocked Pages” button next to the job role for which you want to block specific pages.
  4. Copy the link of the page you want to block for the job role and paste it into the dialog box for blocked pages.
  5. You can block more than one page for the job role by placing each page’s link on a separate line.
  6. Click on “Submit” at the bottom of the dialog box to save the changes.

You should distinguish between the two methods, as the first method applies to all users, “including the admin“, while the second method is used only to block specific pages for a particular job role.