Easily Create and Manage Invoice Drafts for Accounting

Invoice draft for Accounting

[Music] hi there i'm there from the product team we've added a small change when creating an invoice let's say i want to invoice from this budget now i have create draft here so i'll create an invoice draft there are two important things to know in this draft stage the invoice doesn't have the invoice number and in this stage the invoice is not accounted for in the revenue now you and your colleagues can make all your checks and changes before finalizing an invoice you can also send a draft invoice to your client as a pro forma invoice as you can see a draft invoice pdf doesn't have an invoice number and it has a watermark on it you can check the amount in draft on your budget here in the tooltip and in the budgets table if you add this field to your view in the invoices table we've added draft as the invoice status so you can group and filter the invoices by status which will include draft okay let's go back to the draft i've created earlier how to know when the invoice is ready to be finalized or when the accounting can take over you can add a custom field ready for accounting and mark your invoice drafts when you're done with the editing you'll finalize the invoice meaning the invoice will get its number the invoice number is automatically added from a sequence defined in settings if the sequence is not set productive will ask you to insert it manually in order to finalize your invoice if you are sending your invoices to xero quickbooks exact economic course cpp and the accounting tool generates the invoice number you don't have to finalize the invoice in productive you can just send your draft directly to the accounting tool in this case sending the invoice will also finalize my invoice after finalizing you can send your invoice to the client or mark it as sent if you are sending the invoice manually if you make a mistake with the invoice date or number you can click on send edit the invoice number or date save changes and mark as send again however this change won't affect the invoice in your accounting tool so you have to make a change there also that's all thanks for watching bye