---
title: "Draft Bills & Payments"
description: ""
url: https://help.juan.ac/en/articles/9104224-draft-bills-and-payments
collection: "Bills"
updated: 2026-09-12
language: en
---

# Draft Bills & Payments



## Q1. Can I save a bill as a draft?

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

![](https://staticfiles.gleap.io/ghelparticle/oVG8biMaQLmwSY4QYkO5tuD60vk4azoymcrhy2ULjlmFvsjDCeJxvOKT2gN0gAJaGNGHkSOxY38.png)

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

-   Yes. Click the list icon beside **Edit Draft Bill** to switch between draft bills.
    

![](https://staticfiles.gleap.io/gattachments/ldMZCfdTHuSalQ3XGv0bKuW659zlQ7cSx0BEyqtV0fKYRUadg1WjDhpEtnP2BrBIFR3kvfOXQOb.png)

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

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

![](https://staticfiles.gleap.io/ghelparticle/mdYFc81469qLBStEuOyMr9t2HqCs1iqV1qY2Asz5MWeJ3SqIeOhNm7AIRHFh9kxZHK5FBg1AIB8.png)

![](https://staticfiles.gleap.io/ghelparticle/HeZKE9n8DK1QZS1a7ctVVg3bhsA7qB1eUnD8MMOGqN29SYhHzvJc2Om7eLlDPXAQ9ehc3vT6lnq.png)

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

-   Select the draft bills using the checkboxes, then click **Check and Convert**.
    
-   Juan validates which bills 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 bills will be converted.
    

## **Q5. How do I bulk approve draft bills?**

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

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

-   Similar to bill records, bill payments can also be saved as a draft.
    

![](https://staticfiles.gleap.io/ghelparticle/5T76SNzCUjHF9dvEgbOg6oSzSp9ptlnWokxxUKxJS217p1Z6PFoRinBHvTP9Y9TOqKxLFiOuDJT.png)

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

-   For bills, any draft payments are converted only if the bill is also converted to active.
    
-   Hence, to record the payment, the bill must be converted to active status.
    

## Q8. Can I delete a draft bill?

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

![](https://staticfiles.gleap.io/ghelparticle/kOOxGM0Eu6R8VUjx4pYSrL0oEvXIeJQxe3P0CirvSxmjKzihaxMa5tie4pwJCoofvcqBcUnMwLn.png)

![](https://staticfiles.gleap.io/ghelparticle/0wer3iIJnYztERt0pD6jk1KIk72yNfw1n97MBVudgtRojoXcLwpFzHyitHsK3muFo26wAicvtEM.png)

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

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

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

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

## Q11. Do draft bill 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 bill?

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

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

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