Learn more in this article about the Draft sales mode
How to get there
- Click on the Control Menu, at the top right of your screen
- Tap on Settings
- Select Invoicing
- Go to Compliance
How to enable the Draft sales mode
- From Compliance, activate the toggle next to Draft sales
- Check that when creating an invoice, the Save as draft button is displayed
A draft will not be registered in your accounting nor it will appear in reports, A3 export and other tax models.
How to block approved sales documents
How to allow revert approved documents
- From Compliance, enable the Draft sales mode
- Activate the toggle next to Allow revert approved documents
When approving an invoice, you will see that in its detailed view you will have a button that allows you to return to draft mode.