Simple invoicing now with draft quotes and invoices
It can be hard work keeping track of invoices and quotes, even more so when you provide obligation free quotes and have a dozen prospective customers on the go at any time. Invoiceplace now provides an easy way to organize your draft quotes and invoices in one place, that can be accessed from anywhere – easy mobile invoicing to save you time and help you make more money.
How to create a draft invoice
You can create a draft invoice by setting the Status when editing, and choose an option of ‘Draft’ or ‘Open’. New invoices and quotes automatically have a status of Open (unless you create a special invoice template – see below).
Manage draft invoices and quotes
Draft quotes are listed, and a total amount shows ( in multiple currencies if required) to give you an idea of how much business you are chasing.
Draft quotes and invoices can be deleted, copied or opened. Clicking on the Open option will take you to the Review page for printing or emailing the quote to your customer.
Similarly draft invoices with total amounts are listed.
Draft quotes and invoices report
The total amount of draft invoices and quotes by customer is shown in the front page. Drafts are not counted in any of the other reports.
Print or email a draft invoice or quote to your customer
Drafts can be printed or emailed as required. The difference is that the title includes the word ‘DRAFT’. When emailing ‘DRAFT’ is also included in the subject line.
Create an invoice template for a draft
To create an invoice or quote as a draft you will need to use an invoice template that has a Draft status.
Important note with invoices quotes and paid invoices
An invoiced quote and paid and partially paid invoices cannot be changed to a draft status.
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