ಮುಖ್ಯ ವಿಷಯಕ್ಕೆ ಹೋಗಿ

Draft Invoices

ಈ ಸ್ಥಳೀಯೀಕೃತ ಮಾರ್ಗದರ್ಶಿ LKG for Billing ನಲ್ಲಿ ಈ ಪುಟದ ಉದ್ದೇಶ, ಮುಖ್ಯ ಫಿಲ್ಟರ್‌ಗಳು, ಪಟ್ಟಿಗಳು, ಸ್ಥಿತಿಗಳು ಮತ್ತು ಕ್ರಿಯೆಗಳನ್ನು ವಿವರಿಸುತ್ತದೆ.

Draft invoices let you save work in progress and return later to finalize before sending to customers.

📝 What is a Draft Invoice?​

A Draft invoice is an invoice that has been saved but not yet finalized. Drafts:

  • Are not sent to customers
  • Are excluded from revenue and GST reports
  • Can be edited freely — all fields remain unlocked
  • Are auto-saved every 15 seconds while you are on the creation/edit form
  • Can be deleted or finalized at any time

:::info Status Value Draft = Status 0 in the system (the starting state for all new invoices) :::

✨ Creating a Draft​

Auto-Save While Typing​

When you open the Create Invoice form, the application automatically saves your progress every 15 seconds. No manual action needed.

Manual Save as Draft​

While filling out the invoice form:

  1. Fill in at least a customer and one line item
  2. Click "Save as Draft"
  3. You are returned to the Invoices list
  4. The invoice shows with Draft badge

📋 Viewing Draft Invoices​

  1. Go to Invoices
  2. Click the Status filter
  3. Select Draft
  4. All saved drafts are displayed

✏️ Resuming a Draft​

  1. Find the draft in the Invoices list
  2. Click the invoice row or Actions (⋮) → Edit
  3. Continue editing
  4. Auto-save keeps running every 15 seconds

✅ Finalizing a Draft​

When the invoice is complete and ready to send:

  1. Open the draft invoice
  2. Review all details
  3. Click "Save and Finalize" (or equivalent confirm button)
  4. Status changes from Draft → Pending
  5. Invoice is now locked for primary financial fields

🗑️ Deleting a Draft​

Draft invoices can be freely deleted:

  1. Find the draft in the list
  2. Click Actions (⋮) → Delete
  3. Confirm — invoice is permanently removed

💡 Best Practices​

ಸಲಹೆ
  • Use drafts for complex multi-item invoices that require review
  • The 15-second auto-save means you can safely navigate away briefly
  • Always review GST supply type and document type before finalizing
  • Finalize promptly after completion to lock the invoice number in sequence