# 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.

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### 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**.

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### 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.

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### 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

<figure><img src="/files/NgH6kfHCKTRp6KsbXZpZ" alt=""><figcaption></figcaption></figure>

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### 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.

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### 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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