Create full, part or deposit invoice drafts

Who can do this

A finance-authorised user after finance setup is accepted.

Steps

1. Open Orders and choose Manage invoices and credits on the order.
2. Choose New invoice draft.
3. Under Billing selection, choose Full remaining value, Percentage of remaining net, Specified net amount or Selected line net amounts.
4. Check the draft, choose Save invoice draft, then Issue invoice only when ready.

What to expect

A saved draft has no invoice number; an issued invoice is numbered.

Before you rely on it

A deposit uses the amount or percentage option. Invoice issue requires accepted seller, numbering and tax setup. Check amounts and tax with your finance team.