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Level 1

How to create a draft invoice for approval?

 
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QuickBooks Team
QuickBooks Team

How to create a draft invoice for approval?

I can guide you create a draft invoice for approval, Nicole.Lim.

You can create an estimate for this one. Here's how:

  1. Click Plus icon (+) at the top.
  2. Under Customers, select Estimate.
  3. Add the Customer's name
  4. Verify the Estimate Date, then enter the Expiration Date (optional).
  5. Enter the Service Date, Product/Service, Description, Qty, Rate, Amount & Customer message.
  6. Once done, click Save.

For more details about estimates, you can check out this article: https://community.intuit.com/articles/1145302.

Once the estimate will be approved, you can convert it into an invoice. You can follow the detailed steps in this article: Convert an estimate into an invoice in QuickBooks Online.

Feel free to leave a comment below if you have more questions. I'd be glad to answer them. Thanks!

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Level 1

How to create a draft invoice for approval?

is there a way to create a draft invoice with Quickbooks online version.  I don't see the options listed below in my version

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QuickBooks Team

How to create a draft invoice for approval?

Let me share this insight on how to draft invoice @Capermartin,

 

Aside from creating an estimate, you can also consider creating a recurring transaction to set the invoice as a draft. Let me show you how.


To create a recurring invoice, here's how:

 

  1. Go to the Create ⨁ icon.
  2. Choose Invoice under Customers.
  3. Enter the necessary information.
  4. At the bottom, click the Make recurring option.
  5. Then modify the Recurring Invoice.
  6. In the Recurring invoice page, choose Unscheduled from Type drop-down arrow.
  7. Hit the Save template.

To manage the recurring transactions, here’s how:

 

  1. Go to the Gear ⚙ icon.
  2. Choose Recurring Transactions under the List section.
  3. Locate the created recurring invoice you want to manage.

 

Also, adding this article if you wanted to customize and make designs to your invoices: Customize your invoice emails.

 

If you have other questions, feel free to reply to the comment section below. We're always here to help.

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Level 1

How to create a draft invoice for approval?

I do not want a recurring invoice.  I wish to create an invoice but not have it post initially.  At a later time, I wish to review it "approve it" and then have it post.  The invoice in question is not a recurring invoice but a specific one time invoice

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QuickBooks Team

How to create a draft invoice for approval?

Thanks for your response, @Capermartin.

 

An estimate acts as a draft invoice. It is a non-posting transaction (it doesn't affect your books) where you can add or edit details before turning it into an invoice.

 

The steps above don't send the invoice directly to the customer. You can use the recurring template like a draft and customize the details.


You can use the given steps provide by @RCV, for Estimate transaction as a workaround or you can also refer to these links on how to set up and utilize estimates in QuickBooks:

 

Keep me posted if you have any other questions. I'm always ready to assist you. Have a great day!