Use Draft for documents still being prepared. On a phone, the row's first column opens preview and the second expands document information and actions. On a computer, open preview from the document row. Compare issuer, customer, dates, currency, total and each line item with the displayed document without downloading it.
From Menu, Continue editing returns to document completion, while Document details opens its page. Print, download or share the document. A draft is not an issued document; check and issue it before using it as a final document.
With Signing access, you can sign or request a signature for any draft document type. Check the version and details before continuing: signing a draft does not issue the document. For a final document, issue it first, then start signing from Issued documents.
Check the number and customer before confirming Delete draft. Opening the preview does not issue the document or send it to SPV.
For several drafts, select documents and choose Delete selection. Delete all drafts concerns the company's draft list, including those outside the displayed page; check the count and scope before confirmation. Eligible documents move to Trash and can be restored until permanently deleted.
Related resources
Practical example
You completed a RON 500 invoice, but the customer has not confirmed the billing address. Keep it in Drafts, return using Continue editing and compare the PDF after completing it. The final number is assigned when issuing; downloading a draft does not finalise the invoice.
Frequently asked questions and solutions
The draft is missing from Issued documents. Has it been lost?
Search Drafts by customer and document date. Open the preview, continue editing if needed and issue only after checking. Also check Issued documents before issuing again if you already confirmed the operation.
The customer says they did not receive the invoice. What should I check?
Find the document in Issued documents and check the recipient’s address and sending result. If it is still in Drafts, check and issue it before sending. Resend the existing invoice when needed; do not issue a new one for the same sale.