Invoices in Drafts – Everything that you need to know

All the invoices you create through Cheqdin will be auto-saved in the 'Drafts' section for you to review, approve and send.

Understanding invoice types saved in Drafts:

1. Rules-based invoicing: These are batches of invoices created based on a chosen set of rules or instructions you defined in your system.

2. Manual Invoice creation: These are one-off invoices you can create manually. For example, Invoices for deposit fees, event fees etc.

Understanding Draft Statuses:

Pending Approval - All drafts are saved in the 'Pending Approval' status, by default. This is to ensure you have total control over the invoices being sent to your customers and have the opportunity to verify the charges applied are correct, to the best of your knowledge, before sending them out. 

Approved - Only approved invoices can be sent to customers. You can use, the batch or bulk invoice to send multiple invoices in one go after you have approved them.

Flag for Review - This option gives you the flexibility to flag an invoice and check its correctness by coming back to review it at a later date or time. 

Reject - This is where you will find your cancelled invoices.