{"id":9481,"date":"2023-12-04T11:27:01","date_gmt":"2023-12-04T11:27:01","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%ae%d8%b5%d8%a7%d8%a6%d8%b5-%d8%a7%d9%84%d9%81%d9%88%d8%a7%d8%aa%d9%8a%d8%b1-%d9%85%d9%86-%d8%a7%d9%84%d9%86%d9%88%d8%b9-%d9%85%d8%b3%d9%88%d8%af%d8%a9\/"},"modified":"2026-01-21T10:02:58","modified_gmt":"2026-01-21T10:02:58","slug":"draft-invoices-properties","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/draft-invoices-properties\/","title":{"rendered":"Draft Invoices Properties"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1701944651004{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-zabco-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-zabco-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-9\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"97b4399a-7651-4959-ac89-5b5262a3c8c2\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"absolute\">\n<div class=\"flex w-full gap-2 items-center justify-center\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"w-full pt-2 md:pt-0 dark:border-white\/20 md:border-transparent md:dark:border-transparent md:w-[calc(100%-.5rem)]\">\n<form class=\"stretch mx-2 flex flex-row gap-3 last:mb-2 md:mx-4 md:last:mb-6 lg:mx-auto lg:max-w-2xl xl:max-w-3xl\">\n<div class=\"relative flex h-full flex-1 items-stretch md:flex-col\">\n<div class=\"flex w-full items-center\"><\/div>\n<\/div>\n<\/form>\n<\/div>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;How to Issue Draft Invoices?&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701944695412{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1701945077058{margin-left: 200px !important;}&#8221;]In the same way, you issue regular invoices, go to &#8216;<strong>Create Invoice<\/strong>&#8216; under &#8216;<strong>Sales<\/strong>&#8216; or &#8216;<strong>Purchase Invoices<\/strong>&#8216; under &#8216;<strong>Purchases<\/strong>,&#8217; and enter the invoice details as usual.<\/p>\n<p>Then, click on the &#8216;<strong>Save as Draft<\/strong>&#8216; button instead of saving it permanently.[\/vc_column_text][vc_column_text css=&#8221;.vc_custom_1742117406642{margin-left: 200px !important;}&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32269 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/87iu.png\" alt=\"\" width=\"1348\" height=\"596\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/87iu.png 1348w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/87iu-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/87iu-1024x453.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/87iu-768x340.png 768w\" sizes=\"auto, (max-width: 1348px) 100vw, 1348px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]You can refer to these articles to learn more about sales or purchase invoice data:<\/p>\n<ul>\n<li><a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-an-invoice-in-daftra\/\">How to Create a Sales Invoice<\/a><\/li>\n<li><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/creating-a-purchase-invoice\/\">How to Create a Purchase Invoice<\/a><\/li>\n<\/ul>\n<p>[\/vc_message][vc_custom_heading text=&#8221;Draft Invoices Properties&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1701945738224{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1742118322591{margin-left: 200px !important;}&#8221;]When reviewing the invoice list or one of your invoices of the draft type, you&#8217;ll notice its distinction from regular invoices through the following properties:<\/p>\n<ol>\n<li>The serial number is different from the serial number of regular invoices and includes the word &#8216;<strong>draft<\/strong>.&#8217; It is considered a preliminary document rather than a complete invoice.<\/li>\n<li>It does not display a QR code.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32271 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/354refd.png\" alt=\"\" width=\"1348\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/354refd.png 1348w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/354refd-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/354refd-1024x454.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/354refd-768x340.png 768w\" sizes=\"auto, (max-width: 1348px) 100vw, 1348px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">It does not affect the constraints or the accounts of client mor supplier, and it takes the status &#8216;<strong>Not Submitted<\/strong>.&#8217;Converting it from a draft to an invoice is easy by opening it and clicking the &#8216;<strong>Issue Invoice<\/strong>&#8216; button.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32273 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/8yiuj.png\" alt=\"\" width=\"1112\" height=\"605\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/8yiuj.png 1112w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/8yiuj-300x163.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/8yiuj-1024x557.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/8yiuj-768x418.png 768w\" sizes=\"auto, (max-width: 1112px) 100vw, 1112px\" \/><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-zabco-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-zabco-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-21\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"af7950ee-b5f6-463d-a99b-9d3b0a00d674\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>When performing any action on a draft invoice, such as deleting it, it is easy to identify it by its serial number.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32275 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/3riu.png\" alt=\"\" width=\"1337\" height=\"606\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/3riu.png 1337w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/3riu-300x136.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/3riu-1024x464.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/3riu-768x348.png 768w\" sizes=\"auto, (max-width: 1337px) 100vw, 1337px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2149,2036,2188,2196],"tags":[5226,8131,8132,4983],"class_list":["post-9481","user_manual","type-user_manual","status-publish","hentry","category-invoices-and-estimates","category-sales","category-purchases","category-purchase-invoices","tag-draft-invoice","tag-drafted-invoices","tag-purchase-invoices","tag-purchases"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Draft Invoices Properties - 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\/draft-invoices-properties\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Draft Invoices Properties - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1701944651004{margin-left: 200px !important;}&#8221;] 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. 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