---
title: "Draft Invoices & Payments"
description: "Recently updated"
url: https://help.juan.ac/en/articles/9062346-draft-invoices-and-payments
collection: "Invoices"
updated: 2026-06-08
language: en
---

# Draft Invoices & Payments

Recently updated

## Q1. Can I save an invoice as a draft?

-   Yes, an invoice can be saved as a draft even if all the mandatory fields are not filled
    
    .
    

![](https://staticfiles.gleap.io/gattachments/bNmtPjFgP6TgmlvKCmHwUqXMAeg9YmnzOFC639zpDpi1R7lwt1bFrkf8T2dXVzG4diYyiezgmSk.png)

## Q2. Can I switch between draft invoice transactions while editing?

-   Yes. Click the list icon beside **Edit Draft Invoice** to switch between draft invoices.
    

![](https://staticfiles.gleap.io/gattachments/RCoDFIP3syw7IVlqRSjIm6W6ZPhGW5G3BgBUGISLRt3sI9Mb223ib0WIoKrmVOFsBaf5EXAZPYn.png)

## Q3. How can I convert a draft invoice to an active one?

-   Any draft bill can be converted to active only after all the mandatory fields are filled.
    

![](https://staticfiles.gleap.io/gattachments/UT1zegQ1nPMRmWRWGoKPQxYIk4ehrfQOoBktFcPY1iWaQi4Pk1wv8tfYzVBCFMp6Ve1jxecriZ7.png)

![](https://staticfiles.gleap.io/gattachments/f7PL0ZBMA8ohEoPtd0PZSbZZMheTHINkTyfK6c4zKWbMyaNa1CYlRvHqRZPCLK5J5hLs3AkYJ1V.png)

## Q4. How do I bulk convert draft invoices to active?

-   Select the draft invoices using the checkboxes, then click **Check and Convert**.
    
-   Juan validates which invoices can be converted and flags those with errors.
    
-   Review the results. Signals are available to help you assess trends within a contact before confirming.
    
-   Confirm to proceed. Only eligible invoices will be converted.
    

## Q5. How do I bulk approve draft invoices?

-   Select the draft invoices using the checkboxes → click **Check and Approve**. This will:
    
    -   Validate which invoices can be approved
        
    -   Show errors for those that can’t
        
-   If you proceed, only eligible invoices will be approved.
    

## Q6. Can I save payment records as drafts?

-   Yes. Similar to draft invoices, you can save a draft payment.
    

![](https://staticfiles.gleap.io/gattachments/rQlR4awiZK6APkjFqcnlYekKyaCUQ6g5PJtZ9SlLnxyeWIYbzLCNFQsHOwV4q35aioaAbm2erEa.png)

## Q7. How can I convert draft payment records to active ones?

-   Find the draft payment on an invoice and ensure all the mandatory fields are filled.
    
-   You should then be able to convert it to active.
    

![](https://staticfiles.gleap.io/gattachments/kL4Qi8hfJGF3qTm8gfL2eJmDWTYohnFu0xODJMozst4eGs7F54Y8rI5XXSI8yEvH1wX3WQgQxFX.png)

![](https://staticfiles.gleap.io/gattachments/Y1EgO5ZPmEMoMg4LNMhLuZv4hQk1kz1Be5U5MxKYwSlxawyaOl4xBy2SbdAlqyTXOSot1uALpT9.png)

![](https://staticfiles.gleap.io/gattachments/zRY39rAgP3MNGInXbTUM7VYzr6z8rLHozda0VNVHwZPhpgU3pl1ADwSldHnZY4m8wLmwaua9Pxb.png)

## Q8. Can I delete a draft invoice?

-   Yes, you can delete a draft invoice. If the invoice had a draft payment linked, it will also be deleted.
    

![](https://staticfiles.gleap.io/gattachments/cpdk9afZp0gXDYVpP92So3Lo3bKsuirzlBb2zAJC1B9kKZdL11omA8z3H23ahpK0v7gXjS14XFJ.png)

![](https://staticfiles.gleap.io/gattachments/qnYlWJAv31p9PqiquEEBXWkhVmpWbsjXZNc5sSNDn0IbhKh1PE9Z81xdGCjwsTluOy9ig1IXtsw.png)

## Q9. Can I delete a draft invoice payment?

-   Similar to draft bills, draft invoice payments can also be deleted.
    

## Q10. Do draft invoices affect my financial reports?

-   No, it does not. Financial reports are only affected once the invoices are active.
    

## Q11. Do draft invoice payments affect my financial reports?

-   No, it does not. Financial reports are only affected once the payments are active.
    

## Q12. Can I create a non-base currency draft invoice?

-   Yes, the currency setting on an invoice does not affect the ability to save it as a draft.
    

## Q13. Can I create a non-base currency draft invoice payment?

-   Yes, you can save an invoice payment as a draft even if it is in non-base currency.