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Save an invoice as a draft or pro forma

Created on  | Last modified on 

Summary

How to save a draft or pro forma invoice in Sage Accounting.

Description

Draft and pro forma invoices don't update your accounts or your customer's balance. This means you can come back and update the details before finalising.

Resolution

Difference between a draft and a pro forma

There are some similarities and differences:

  Draft Invoice Pro forma
Updates your accounts ✘ ✘
Generates an invoice number ✘ ✘
Affects customer activity and stock levels ✘ ✘
Allows you to create a document ✘ ✔

A good way to think of them is this: a draft invoice is a 'sale in progress', whereas a pro forma is a 'sale waiting to be finalised'.

Draft invoices appear in your invoice list with DRAFT as the invoice number. Pro forma invoices show PROFORMA in the list.

Read more about pro forma invoices

Create a draft or pro forma invoice

  1. Enter your invoice details as usual.
  2. Choose Draft Invoice or Pro Forma Invoice from the dropdown on the bottom left.

Screenshot of the save as checkbox.

  1. Select the Save as checkbox.
  2. Select Save as usual to create the Draft or Pro Forma invoice.

 

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