How to work with invoice drafts

Sometimes an invoice is not quite ready to send: you might be waiting on a final figure or checking a detail with a colleague. A draft lets you prepare the invoice now and finalise it later, without it counting as a live invoice. Here is how to work with drafts.

1. Open Invoice Draft

   From the CRMit menu, under Invoicing, open the Invoice Draft List. This shows the invoices you have started but not yet finalised.

2. Create or open a draft

   Start a new draft, or open an existing one from the list to carry on where you left off.

3. Add or edit the details

   Fill in the invoice as usual:

   • Choose the customer.
   • Add or edit the line items and amounts.
   • Adjust anything else you need before it goes out.

4. Save it as a draft to finish later

   Save the draft at any point. It stays in the draft list so you can come back and complete it whenever you are ready.

5. Finalise it into an invoice when ready

   Once everything is confirmed, finalise the draft to turn it into a live invoice. From there you can send it to your customer.

What's next

Once a draft is finalised you can raise it as a full invoice and get it to your customer.