How do I save and delete invoice drafts?
You can save or delete an invoice as a draft once you’ve added an invoice number and client details.
Keep in mind, deleted drafts can’t be recovered, and drafts are automatically removed after 180 days.
In the app:
1. Go to More
2. Select Invoices
3. Tap New Invoice
4. Add client details
5. Tap the menu (three dots)
6. Select Save as Draft or Delete
On the web:
1. Go to Invoices
2. Select New Invoice
3. Add client details
4. Select Save as Draft or Delete
Drafts can be edited anytime before sending. However, they can’t be shared or downloaded.