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Client-specific settings with invoice draft
Client-specific settings with invoice draft

You can use invoice draft to set client-specific preferences. In this article, you will find out how.

Jana avatar
Written by Jana
Updated over 3 years ago

There is a useful way for that - invoice draft. 

You can create an invoice draft to a customer with specific information and settings, and use it as a default.

That is, you don't have to remember client-specific preferences by heart, and use half-ready invoice draft instead. 

Here are the steps for that: 

  1. Create a new invoice draft to a selected customer

  2. Add default setting to the invoice, for example due date, reference or description

  3. Save the invoice as a draft

  4. Copy draft to a new invoice

  5. Add necessary information to the new invoice

  6. Charge the invoice

Invoice draft with default settings on the customers card:

Copy the invoice draft:

And that is how it is done. Remember that you can always also just copy any invoice. Whether the invoice has been charged, paid or just a draft. You can find the Copy-function from any invoice under tools. It is the faster way to make a new invoice you make a lot of the same kinds of invoices.

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