Manage invoice drafts (quotes) Praxis Desk Kasse

Invoice drafts are saved quotes or cost estimates. The list gives you an overview of all drafts and lets you turn them into invoices when needed.

Required license

Invoice drafts require the Invoice drafts module for Praxis, Desk, and Kasse. The Submit row action additionally requires the module for electronic document transfer.

Where do I find invoice drafts?

Open the Kasse menu and select Invoice drafts.

Fig. 1The invoice drafts list with filters and the two open quotes A2600001 and A2600002.

Requirements

• The Invoice drafts module is active in your license.
• You have the permission to create invoices to edit or bill drafts.
• You have the permission to delete invoices to discard drafts.

Filters

The top of the page offers the following filters:

• Period — Freely selectable date range with presets for past periods. The period you picked last is set again the next time you open the page — including a preset like "last month". If you open the page through a link that specifies its own period, that period applies instead of the saved one. If no period is saved yet, offisy shows the current month. The list is always restricted to this period.
• Client — Only visible if the tenancy module is active in your license.
• Customer — Multi-select, shows the number of drafts per customer.
• Creator — Multi-select, shows the number of drafts per creator.
• Recipient — Multi-select, searchable, shows the number of drafts per recipient. The recipient is the one stored on the draft, shown with its stored name, otherwise the customer in the user's name format.

Fig. 2The recipient filter is searchable and shows the number of drafts per recipient.

Data table

You can choose which columns to display (see Column configuration). The available columns are grouped:

Invoice draft group:

Column	Content
Number	Number of the draft
Name	Name of the draft
Patient (in Desk and Kasse: Customer)	Assigned patient or customer, links to the record
Net	Net amount in your company currency
Gross	Gross amount in your company currency
Discount	Discount in percent

Patient (in Desk and Kasse: Customer) group:

Column	Content
Phone	Phone number of the patient or customer
Email	Email address of the patient or customer
Address	Address of the patient or customer
Recipient	Recipient of the draft, otherwise the customer. The column is not visible by default

Date group:

Column	Content
Invoice date	Planned invoice date
Created on	Date the draft was created
Payment deadline	Payment deadline of the draft

Notes group:

Column	Content
Note	Note on the draft
Internal note	Note visible only internally

Other group:

Column	Content
Client	Only visible with the tenancy module active
Created by	Creator of the draft

Row actions

The row menu of a draft offers the following actions:

• Print or download — Opens the print or download dialog.
• Edit — Requires the permission to create invoices. Opens the create-invoice dialog prefilled with the draft's data.
• Submit — Only visible if the draft has a customer and the module for electronic document transfer is active. Opens the send dialog. Without a customer, offisy shows the message "Submission not possible – A draft without a customer can't be submitted."
• Bill — Requires the permission to create invoices. Opens the dialog for billing this draft into an invoice.
• Discard — Requires the permission to delete invoices.

Fig. 3The row menu of a single invoice draft.

Bill drafts in bulk

1. Select the rows you want in the list.
2. Click the Bill button. It only appears with the permission to create invoices.

offisy opens the dialog for billing the selected drafts into invoices.

Discard drafts in bulk

1. Select the rows you want in the list.
2. Click the Discard button. It only appears with the permission to delete invoices.
3. Confirm the prompt.

Discarded drafts no longer appear in the list.

Column configuration

1. Click Column configuration at the top right.
2. Enable or disable the columns you want.
3. Click Save.

offisy reloads the page afterward.

Export

1. Click the dropdown menu to the right of the entries-per-page selector.
2. Select Excel or CSV.

offisy exports the filtered list of invoice drafts as a file named Rechnungsentwürfe.

Permissions

Permission	Function
Rechnungsentwurf erstellen	Edit and bill a draft
Entwurf löschen	Discard a draft

For cooperations, offisy filters drafts per company based on your permission.