Edit or delete a draft, and the trash
A draft can change and be deleted. An issued document never changes and is never deleted.
Step by step
- The new invoice form saves a draft by itself once a line has a description. You can also choose “Save as draft”.
- On the draft’s detail, choose “Edit”. “Edit on this invoice” changes the customer’s details on this invoice only, not in the contact. Save the draft or issue it.
- To delete a draft, choose “More” › “Delete” and confirm. The message offers “Undo”.
- Deleted drafts wait in “Documents” › “Trash” for 120 days. “Restore” brings one back; “Delete for good” removes it at once.
Good to know
An issued invoice offers neither editing nor deleting. A VAT payer corrects it with a corrective document. An unpaid proforma, or an unpaid document of a non-payer or an identified person, is cancelled with “More” › “Cancel the document”.