Draft invoices

The creation of the draft invoice can be used as a teaching tool when training new users to your account, or as a workaround for proforma invoices. Activating this option will add an extra step to the sales documents flow.

Activating draft invoices

The option draft for invoices can be found in the Settings menu > Company  > Settings

Understanding draft invoices

The draft invoice is a transitory document. Once finalized, it disappears to be replaced by your final invoice.

All new draft invoices are stored in the Sales menu > Invoices, the same as current finalized invoices.
Draft invoices, to avoid any confusion appear with a specific number chain “#D” and the “Draft" status to set them apart from the finalized Invoices (with “#I” number chain) easily.

The draft invoice has a PDF created that can be viewed, downloaded or sent to the customer.

To finalize your draft invoice please click the 'Finalize' button.

Using draft invoices as proforma

The draft invoice can be sent to the client through Actions > Send by email.

We would highly recommend, to avoid any confusion on your clients part, to create an email template for proforma use explaining that this is a proforma document.