Manage invoice drafts (quotes) Praxis Kasse Desk

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.

Benötigte Lizenz

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 Invoice drafts menu item in the invoice area.

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. Default when opening: current month.
• 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.

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
Customer	Assigned customer, links to the customer record
Net	Net amount in your company currency
Gross	Gross amount in your company currency
Discount	Discount in percent

Customer group:

Column	Content
Phone	Customer's phone number
Email	Customer's email address
Address	Customer's address

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. If the draft has no customer, offisy shows the message "Submission not possible – A draft without a customer can't be submitted."
• Discard — Requires the permission to delete invoices.

Multiple drafts at once

Select several rows to act on them together:

• Bill — Requires the permission to create invoices. Opens the dialog for billing the selected drafts into invoices.
• Discard — Requires the permission to delete invoices. offisy asks you to confirm before discarding the draft or the selected drafts. 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

Use the table to export the filtered list of invoice drafts.

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.