Q1. Can I save an invoice as a draft?
Yes, an invoice can be saved as a draft even if all the mandatory fields are not filled.
Q2. Can I switch between draft invoice transactions while editing?
Yes. Click the list icon beside Edit Draft Invoice to switch between draft invoices.
Q3. How can I convert a draft invoice to an active one?
Any draft bill can be converted to active only after all the mandatory fields are filled.
Q4. How do I bulk convert draft invoices to active?
Select the draft invoices using the checkboxes, then click Check and Convert.
Jaz validates which invoices can be converted and flags those with errors.
Review the results. Signals are available to help you assess trends within a contact before confirming.
Confirm to proceed. Only eligible invoices will be converted.
Q5. How do I bulk approve draft invoices?
Select the draft invoices using the checkboxes → click Check and Approve. This will:
Validate which invoices can be approved
Show errors for those that can’t
If you proceed, only eligible invoices will be approved.
Q6. Can I save payment records as drafts?
Yes. Similar to draft invoices, you can save a draft payment.
Q7. How can I convert draft payment records to active ones?
Find the draft payment on an invoice and ensure all the mandatory fields are filled.
You should then be able to convert it to active.
Q8. Can I delete a draft invoice?
Yes, you can delete a draft invoice. If the invoice had a draft payment linked, it will also be deleted.
Q9. Can I delete a draft invoice payment?
Similar to draft bills, draft invoice payments can also be deleted.
Q10. Do draft invoices affect my financial reports?
No, it does not. Financial reports are only affected once the invoices are active.
Q11. Do draft invoice payments affect my financial reports?
No, it does not. Financial reports are only affected once the payments are active.
Q12. Can I create a non-base currency draft invoice?
Yes, the currency setting on an invoice does not affect the ability to save it as a draft.
Q13. Can I create a non-base currency draft invoice payment?
Yes, you can save an invoice payment as a draft even if it is in non-base currency.