Use this article to choose between Save As Draft and Send on the invoice form, tell drafts from sent invoices on the Invoice tab, and open a draft again to edit it. When you have filled in an invoice there are two ways to finish, at the bottom right of the invoice form.
Send – saves the invoice and emails it to the client's email address straight away. The invoice needs a client; if none is selected you will see Customer is required.
Save As Draft – saves the invoice without emailing anything, so you can come back to it.
Either way you are returned to the Invoice tab and the new invoice appears at the top of the list with the next invoice number.
How do drafts and sent invoices look in the Invoice tab list?
Drafts and sent invoices look different in the Invoice tab list:
A draft invoice has a grey row and counts towards DRAFT in the sidebar.
A sent invoice has a light-blue row.
Click DRAFT under STATUS in the sidebar to list only your drafts.
Note: Both drafts and sent invoices show DUE in the PAYMENT column until a payment is recorded, because the amount is still outstanding.
How do I open and edit a draft invoice?
To open a draft invoice, click its invoice number in the Invoice tab list. The invoice page opens with its status badges and a column of buttons on the right.
Invoice Status – the badge shows DRAFT for a draft.
Edit – click it to open the invoice form again with everything filled in.
On the invoice form, change any field – for example pick a new Due Date.
The status badges are shown on the right of the form so you can see what you are editing.
Back – leaves the invoice form without saving.
When you are done editing, click Save As Draft at the bottom of the right-hand column to keep your changes, or Send to email the invoice.
Tip: Creating, editing and downloading an invoice are all listed under Invoice Activity on the invoice page, with the date and time and who did it.