Draft invoices
A draft invoice is a preliminary version of an invoice that outlines charges for services provided or products delivered but hasn't been finalized or sent to the buyer. Draft invoices help ensure accuracy by allowing teams to review and confirm the details, such as itemized costs, quantities, and any applicable taxes, before the final version is issued. This process reduces errors, provides an opportunity for internal approvals, and allows for adjustments based on feedback.
The draft invoice updates can only be performed via API. Refer to the guidelines for managing draft invoices using the API.
The draft invoice can be confirmed to either be issued or cancelled. Once it is cancelled, it cannot be revered and a new draft must be created if needed.
While the invoice is in draft status, the invoice document is generated with a watermark and if invoice series are used, the invoice code has a preliminary value.
