Edit an invoice draft Praxis Desk Kasse

Change the line items or recipient of an existing invoice draft.

Required license

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 proceed

1. Open the Invoice Drafts list.
2. Click Edit in the row actions of the draft you want to change.
3. The dialog opens with the loaded draft. Adjust line items or the recipient.
4. Click the … speichern button. It carries the draft name and its number, for example Entwurf 12 speichern. You set the draft name in the invoice settings.

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

Common issues

• The "Edit" action is missing — You're missing the Rechnungsentwurf erstellen permission.