Complete outstanding drafts

You can complete outstanding drafts if all the lines have the status Complete. You do this, for example, for outstanding drafts for sales contacts who are no longer customers.

To complete outstanding drafts:

  1. Go to: Projects / Invoicing / Drafts.
  2. Open the properties of the draft..
  3. For each line select the Write off advance line processing method.
  4. Click on: Finish.
  5. Click on Yes in the message
  6. Go to: Projects / Invoicing / Invoice drafts.
  7. Complete the fields.
  8. Click on: Next. 
  9. Select the draft to be completed.

    No invoice is generated because all lines have the Written off processing method.

  10. Click on: Finish. 
  11. Click on: OK.
  12. You can now block the debtor using Financial / Debtor / Debtor.
  13. Open the properties of the debtor.
  14. Go to the tab: Organisations/Persons.
  15. Select the Blocked check box.
  16. Click on: OK. 

Directly to

  1. Draft invoicing
  2. Configure the draft invoicing
  3. Add drafts
  4. Edit drafts
  5. Review drafts
  6. Print drafts
  7. Release drafts for invoicing
  8. Block drafts for invoicing
  9. Postpone drafts for invoicing
  10. Complete outstanding drafts
  11. Generate project invoices