Draft Invoice

Print and set the Draft Invoice.

  less than a minute  

The Draft Invoice report uses the same Word layout as the Posted Sales Invoice and mirrors its structure for consistency.

It displays only grouped lines when available, hiding individual detailed lines. If grouped lines do not exist, the report will fall back to showing detailed lines instead.

This ensures the layout of the Draft Invoice is aligned with the final posted invoice, making previews cleaner and easier to validate before posting.

Setup Draft Invoice

  • To use the new Drat Invoice Report, choose the 🔎 icon, search for Report Selection - Sales.
  • Open the page and select Usage -> Draft Invoice.
  • Search for Draft Invoice and select the report with ID = 14046455.
  • The report will be printed when selecting Draft Invoice from the Sales Invoices.