A draft invoice allows you to gather together all the items that are going to be invoiced and check them before issuing the final invoice.
It is also possible to modify certain information (items, invoice date, amounts) on these invoices.
The list of draft invoices can be viewed in « billing » then « Client Invoices »:
Then select the « Draft » status:
Draft invoices are generated in 2 ways:
- Validation of proforma and billable delivery forms
- Invoicing of a third party set up with the « delivery form to be invoiced immediately » billing type
These provisional invoices do not have invoice numbers and cannot be printed.
When the draft invoices come from several proforma or billable deliveries, the items are listed by category (total parts and labour).
When the provisional invoice is correct and needs to be transformed into a final invoice, click on « Accept »:
