- A draft invoice is created in Balabook when you click Save after creating a new invoice.
- Balabook does not automatically save invoices unless you click this button. While you can edit or delete a draft invoice, you need to approve it before you can send it to your customer, or record a payment.
- Saving an invoice as a draft does not make any changes to accounting and your reports.
- Once you approve the draft, it will reflect on your accrual basis reports, as accrual reports also take into account unpaid invoices.
- Once an invoice has been approved, you will not be able to change it back to a draft.
To Approve a Draft Invoice:
- In the left-hand menu, click Sales > Invoices.
- Click the Draft search bar above your list of invoices, and locate the draft invoice.
- Click on the invoice to view it.
- To approve the draft, click on 'Approve Invoice'.
