Generate drafts

You can generate draft lines automatically.

To generate drafts:

1. Go to:  Projects / Invoicing / Generate drafts.
2. Select the line or lines for which you want to generate drafts or press Ctrl+A if you want to select all lines.

   Note: 

   If you have multiple administrations and you do not want to select all administrations, set the filter so that you only see the administration you want to invoice.

3. Click on the action: Generate.

   

4. Select a different draft date if you want to change the default value (today's date). In this course example we will not change the date.

   When generating the drafts, Profit uses the end date of the period as the draft date. If you generate the draft again after you have invoiced a part, Profit proposes the current date as the Draft date. Profit automatically sets the Start date period to the previous end date + 1 day.

   Note: 

   If in the first draft, draft lines were delayed and the drafts are generated again, the start date is not shifted to the existing end date + 1 day. Because the drafts with the delayed lines continues to exist, the newly generated lines will be added to the existing draft, in which case the date will not be changed.

5. Click on:  Finish.