Save an invoice as a draft or pro forma

Solution Properties

Solution ID:

222001000100951

Last Modified Date:

Thu Jun 25 15:03:53 UTC 2026

Taxonomy Path:

Case category//How do I...//processing

Author:

[email protected]

Save an invoice as a draft or pro forma

Description

Draft and pro forma invoices don't update your accounts or your customer's balance. This means you can come back and update the details before finalising.

Cause

Resolution

Difference between a draft and a pro forma

There are some similarities and differences:

	Draft Invoice	Pro forma
Updates your accounts	✘	✘
Generates an invoice number	✘	✘
Affects customer activity and stock levels	✘	✘
Allows you to create a document	✘	✔

A good way to think of them is this: a draft invoice is a 'sale in progress', whereas a pro forma is a 'sale waiting to be finalised'.

Draft invoices appear in your invoice list with DRAFT as the invoice number. Pro forma invoices show PROFORMA in the list.

Create a draft or pro forma invoice

Enter your invoice details as usual.
Choose Draft Invoice or Pro Forma Invoice from the dropdown on the bottom left.

Screenshot of the save as checkbox.

Select the Save as checkbox.
Select Save as usual to create the Draft or Pro Forma invoice.

Steps to duplicate