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Save an invoice as a draft

Created on  | Last modified on 

Summary

How to save a draft invoice in Accounting Start.

Resolution

If you've entered your invoice details but you're not ready to send the invoice you can save it as a draft invoice instead. The invoice doesn't update your accounts or your customer's balance. So, you can come back and update the details before finalising and sending it to your customer.

When to create a draft

Below is an example of when you might create a draft.

You run a construction company. A regular customer calls you to enquire about your availability to do some work for them in a couple of weeks. You confirm your availability but will need to call your customer back to firm up the details. As you have an idea of what work the customer needs you to do, you can start creating a draft invoice. This so you can send it to your customer straight away when they call back to confirm the details.

Create a draft

To create a draft invoice, enter your invoice details as usual. To save it as a draft, instead of saving it as a normal invoice, choose the Save as Draft from the Save dropdown list.