Free invoices as draft: check first, then book 12.11.2026
For administration and accounting
Not every invoice belongs to a booking. An invoice to a sponsoring body, the room rent for a seminar day or the settlement of a cooperation is written as a free invoice. So far a free invoice was booked as soon as it was saved. If you wanted to agree on it first or check it at your own pace, you had to take a detour via a group booking. Free invoices without a booking can therefore be saved as a draft, just like the invoices of a group.
How it works
- In the Create invoice form, click Save draft instead of Create invoice with date above.
- On the draft page you change recipient, items, cost center and invoice text as often as you like and look at the preliminary print via View draft as PDF, for example to send it for approval beforehand.
- Once everything is right, choose the invoice date and click Create invoice with date above. The invoice takes the date from the form and keeps the number assigned to the draft, only the suffix "Draft" is dropped. Your number range stays without gaps.
In the invoice overview and at the customer, drafts are highlighted in yellow. A pen button leads back to the draft page, and a draft you no longer need can be archived right from the overview.
Drafts do not count
A draft is not an invoice yet. It therefore appears in no invoice export - neither in the Excel exports nor in the PDF bulk download, in DATEV or in Infoma. The revenue statistics and the discount evaluation count booked invoices only as well. This also applies to the drafts of group invoices.
Author: Mathias Methner