Create Draft Invoices and Credit Notes

For Sales and Purchases, it is now possible to save transactions in a Draft status. This might come in handy if you are preparing quotes, defining a business process which requires a pre-approval stage or just need a break midway through entering a lengthy invoice or credit note. 

Use the the new dropdown menu integrated into the Save button to choose the Save Draft option.

Inv Draft

Transactions saved in this status are not included in Customer statements and do not have any impact on your financial results. When appropriate, find the transaction in the Draft tab and click on the transaction link to edit the saved draft item. At this point you can Save Draft again or convert into a final invoice/credit note by clicking the Save option.

Draft

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Re: Create Draft Invoices and Credit Notes

It would be very useful to allow us to change the name of a draft invoice. I, for one, have never seen a draft invoice issued when a quotation was requested. I can see me spending a lot of time explaining to customers why I am sending them a 'Draft Invoice' when what they really want is a simple Quotation.

Can this be done?

Regards,

John

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