{"id":19696,"date":"2024-06-27T10:24:17","date_gmt":"2024-06-27T10:24:17","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=19696"},"modified":"2025-01-21T13:18:56","modified_gmt":"2025-01-21T13:18:56","slug":"how-to-disable-saving-invoices-as-drafts","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-disable-saving-invoices-as-drafts\/","title":{"rendered":"How to Disable Saving Invoices as Drafts"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1737464610478{margin-left: 200px !important;}”]The system allows employees to save invoices as drafts, which some companies may prefer to restrict. You can control this feature and disable saving invoices as drafts.<\/p>\n

Here are the details provided in this guide.[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-info” icon_fontawesome=”fas fa-book” css=”.vc_custom_1720012674982{margin-left: 200px !important;}”]For more on draft invoices, refer to the draft invoice properties<\/a>.[\/vc_message][vc_custom_heading text=”How to Disable Saving Invoices as Drafts” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1720012737048{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1737465086476{margin-left: 200px !important;}”]Disabling the saving of invoices as drafts applies to specific job roles you define, rather than universally for all users. However, you can follow the same steps for all job roles in your system to restrict this feature for everyone.<\/p>\n

    \n
  1. From the main menu, click on “Employees<\/strong>.”<\/li>\n
  2. Click on “Manage Employee Roles<\/strong>.”<\/li>\n
  3. Click on the “Blocked Pages<\/strong>” button next to the job role you wish to restrict invoice saving for.
    \n\"\"<\/li>\n<\/ol>\n

    Copy these links for blocking saving invoices as drafts:<\/strong><\/p>\n

    owner\/invoices\/add?send=draft<\/p>\n

    Paste them into the restricted pages for this role, then click “Submit<\/strong>.”<\/p>\n

    \"\"[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2149,2036,2150],"tags":[5163,5571,5572,5570,4281],"class_list":["post-19696","user_manual","type-user_manual","status-publish","hentry","category-invoices-and-estimates","category-sales","category-sales-settings","tag-block-employee","tag-block-saving-invoice-as-a-draft","tag-disable-invoice-drafts","tag-draft-invoices","tag-manage-employees-role"],"yoast_head":"\nHow to Disable Saving Invoices as Drafts - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-disable-saving-invoices-as-drafts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Disable Saving Invoices as Drafts - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=”.vc_custom_1737464610478{margin-left: 200px !important;}”]The system allows employees to save invoices as drafts, which some companies may prefer to restrict. 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