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How Can I Create A Draft Invoice?
How Can I Create A Draft Invoice?

🌴 Create invoices and save them as a draft before sending to your client for payment. 🌴

Francesca avatar
Written by Francesca
Updated over a week ago

Getting all of your invoices in order has never been easier! With Fiverr Workspace you can simply create an invoice and save it as a draft to be sent at a later date. #saveitforlater

You can create an invoice via the Create tab > Invoice

You can also create an invoice via the Project > Invoice Project

As well as via the invoices tab > new Invoice

Select from the options to create your invoice

Once the invoice is in review you can simply save the invoice as a draft by selecting > options > save located to the top left of the invoice

Once the invoice has been saved as a draft you can access the saved draft invoice via your Invoices > selecting the draft invoice

😎 Tips: 😎

  • Once an invoice has been saved as a draft you can view the draft via the invoices tab or via the Client and Project

  • An Invoice has to be sent either to your client or to yourself to then be able to record a payment against it via the green record payment button on the invoice.

  • You can mark and invoice as sent without sending it to your client and you can view more on this here

  • Draft invoices can be viewed on the web!

  • A draft invoice needs to be sent to your client or marked as sent to be activated and allow for online payments

πŸ’Œ Please reach out to your friendly Customer Experience Specialists via Support Tab should you have any questions or concerns. πŸ’Œ

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