Draft feature for Invoices
Enhancement Request: Invoice Draft Functionality
Summary:
Add the ability to save invoices as drafts.
Description:
Currently, invoices must be completed in a single session. It would be beneficial to have the option to save an incomplete invoice as a draft and return to it later.
Problem:
When creating invoices, there are situations where all required details (line items, customer information, pricing, or approvals) are not available at the time of creation. Without a draft option, users must either abandon the invoice or recreate it from scratch later, which is time-consuming and increases the risk of errors.
Proposed Solution:
Introduce a “Save as Draft” option that allows users to:
- Save an incomplete invoice without submitting or sending it
- View and manage draft invoices in a dedicated Drafts section
- Resume editing drafts at a later time
Benefits:
- Improves efficiency and user experience
- Reduces duplicate work and data re-entry
- Supports real-world workflows where invoice creation may be interrupted or require additional information
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