Let me share this insight on how to draft invoice @Capermartin,
Aside from creating an estimate, you can also consider creating a recurring transaction to set the invoice as a draft. Let me show you how.
To create a recurring invoice, here's how:
- Go to the Create ⨁ icon.
- Choose Invoice under Customers.
- Enter the necessary information.
- At the bottom, click the Make recurring option.
- Then modify the Recurring Invoice.
- In the Recurring invoice page, choose Unscheduled from Type drop-down arrow.
- Hit the Save template.
To manage the recurring transactions, here’s how:
- Go to the Gear ⚙ icon.
- Choose Recurring Transactions under the List section.
- Locate the created recurring invoice you want to manage.
Also, adding this article if you wanted to customize and make designs to your invoices: Customize your invoice emails.
If you have other questions, feel free to reply to the comment section below. We're always here to help.
