When you save an invoice as a draft in Law App, it remains in the system but is not fully processed until you finalise it. This distinction is important for reporting and debtor management.
Key Points About Draft Invoices
- Draft invoices may not appear in certain reports. Some reports only display finalised invoices, while others include both finalised and authorised invoices.
- Draft invoices will not appear on debtor statements, which means clients may not see the invoice in their account history until it is finalised.
- Draft invoices can be edited at any time before finalisation.
How to Identify Draft Invoices
- Go to the left-hand menu and select Accounting > Debtor Invoices.
- This section shows a full list of debtor invoices, whether paid or unpaid.
- Draft invoices are clearly marked with a yellow “Draft” tag on the invoice line.
How to Finalise a Draft Invoice
- Open the invoice with the draft tag.
- Change the status from Draft to Approved.
- Once approved, the invoice will be included in reports, debtor statements, and client accounts.
Best Practice
Always review and finalise invoices promptly to ensure:
- Reports reflect accurate billing and GST figures.
- Debtor statements are complete and up to date.
- Clients receive correct and timely invoices.
