Changelog

Draft Invoices

Draft Invoices allow you to create and manage invoices over time before issuing them to the customer. They’re especially useful for adding ad-hoc or post-booking charges like tolls, fines, or repairs — giving you flexibility to accumulate costs as they arise and only issue the invoice when you’re ready.

When to Use Draft Invoices

Draft invoices are ideal when you want to:

  • Add and edit charges progressively rather than issuing an invoice straight away

  • Consolidate additional costs after a booking has ended (e.g. tolls, fines, damage)

  • Review proposed charges internally or share a PDF with a customer before issuing

  • Avoid impacting reports or balances until the invoice is final

You can have multiple draft invoices per booking, and each remains fully editable until issued.

Creating a Draft Invoice

You can create a draft invoice from either the People or Booking view:

  1. Go to Billing > New Invoice

  2. Add the relevant line items and charges

  3. Select Save as Draft

A draft invoice will then appear under the Invoices tab for that booking, clearly marked as Draft.

Managing Draft Invoices

Draft invoices remain fully editable and can be opened at any time to:

  • Add or remove line items

  • Update quantities or rates

  • Save changes without issuing

This is particularly useful for accumulating post-booking charges such as:

  • Toll fees

  • Traffic fines

  • Reconditioning costs

You can maintain multiple draft invoices against a single booking, allowing flexibility in how you group and manage charges.

Editing and Actions

Each draft invoice includes a contextual menu (⋯) where you can:

  • Edit Draft – Open and modify line items, descriptions, or totals

  • Delete – Permanently remove the draft invoice

  • Download PDF – Generate a downloadable copy for review or internal use

Issuing a Draft Invoice

Draft invoices are not yet issued, which means:

  • They do not appear in invoice reports

  • They do not contribute to overdue balances

  • Payments cannot be processed against them

  • Credit notes and adjustments cannot be applied

When you’re ready to issue an invoice:

  1. Open the draft invoice

  2. Select Save & Charge Now

This will issue the invoice and process it according to the billing settings of the associated customer or booking.

Adding to Recurring Invoices

For active recurring bookings, you can also choose to include additional charges in the next recurring invoice instead of issuing a separate one. This provides a streamlined way to consolidate extra fees with regular billing cycles.

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