Hello, @Q_BUser1.
Thank you for reaching out to QuickBooks Community. I can help you with your concern with draft invoices.
If you edit an invoice, your client won't see the changes until you send it again. It allows you to make internal adjustments without affecting the client's view.
To manage the amending invoices without them being treated as final for invoice financing, you can consider using an estimate. This transaction doesn't affect their Accounts Receivable (A/R) balance, preventing them from being pulled through for invoice financing prematurely.
However, please take note that estimates don't flow into your core accounting reports. Also, if you plan to use an estimate, make sure to communicate to your customer that the estimate isn't a final invoice to avoid confusion.
I suggest consulting your accountant or bookkeeper to further determine if this method suits their business structure.
In addition, check this article to learn how to do templates, personalize, and unique styles of invoices, estimates, and sales receipts:
If you still have other questions regarding draft invoices, feel free to add a reply below. I'll be glad to answer them for you.
