Create an invoice draft (quote) Praxis Kasse Desk

Create an invoice draft that you can later use as a quote or turn into an invoice.

Benötigte Lizenz

Requires the Invoice Drafts module, included in Praxis, Desk, and Kasse.

Requirements

• The Invoice Drafts module is active in your license.
• You have the Rechnungsentwurf erstellen permission for the relevant company.

How to do it

1. Open the Create Invoice dialog.
2. Enter the customer or recipient and the line items, just like for a regular invoice. Select a company or tenant if needed. Set up recurring line items in advance in the POS Templates module.
3. Click the arrow next to the Create button and choose Create draft from the dropdown menu.
4. offisy saves the draft. It then appears in the Invoice Drafts list.

Note: You set the name and numbering of drafts (for example "Quote" or "Draft") in the invoice settings.

Edit an existing draft

1. Open the Invoice Drafts list.
2. Click Edit in the row actions of the draft you want to change. This action requires the Rechnungsentwurf erstellen permission.
3. The dialog opens with the loaded draft. Adjust line items or the recipient.
4. Click the button to save the draft.

You can no longer edit a draft that has already been deleted or converted to an invoice.

Common issues

• "Create draft" option is missing — The Invoice Drafts module isn't active, or you're missing the Rechnungsentwurf erstellen permission.