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How do I save an invoice as a draft?

Updated

Start an invoice and need to complete it at a later date? You can save your invoice as a draft as soon as you’ve added an Invoice Number and Client Details to your invoice.  

Drafts can be edited and saved as many times as you’d like prior to being sent to your client. However, draft invoices can not be downloaded as a PDF or shared with clients.

To save an invoice as a draft on the mobile app:

  1. Go to 'More' at the bottom right of the screen
  2. Click 'Invoices'
  3. Click 'Create Invoice'
  4. Select your client or add a new client
  5. Click the three-dot menu button (...) in the top right corner
  6. Select 'Save as draft'

To save an invoice as a draft on the web app:

  1. Click on the 'Invoices' tab
  2. Click 'New Invoice'
  3. Enter the client's details
  4. Click 'Save as draft' at the bottom of the screen

If you decide to get rid of the draft, you can delete it at any time without your client being notified. If a draft is not edited or sent within 180 days, it will be automatically removed from your invoice feed. Once a draft is deleted, it can not be undone.

To delete a draft on the mobile app:

  1. Go to 'More' at the bottom right of the screen
  2. Click 'Invoices'
  3. Select the draft from the invoice list
  4. Click the three-button menu (...) in the top right corner
  5. select 'Delete Invoice'
  6. Confirm you would like to delete the draft by clicking 'Delete Draft'

To delete a draft on the web app:

  1. Click on the 'Invoices' tab
  2. Click the three-button menu(...) to the right of your draft
  3. Select 'Delete'
  4. Confirm you would like to delete the draft by clicking 'Delete'