A draft of an invoice can be saved for an order.  Only one draft is stored by Mover’s Suite for a single order regardless of the number of customers attached to revenue items.  The draft will not display within the Invoice Management grid and a user will only beware that it exists when the attempting to create a new complete or new supplemental invoice.

 

When a user has been working with an invoice in the New Complete/New Supplement Invoice interface and chooses to Close the screen without processing the Generate Invoice function they will receive a confirmation dialog requesting to save the draft.

 

Figure 6: Safe as a draft option dialog

 

The draft invoice will be available the next time the user presses either the New Complete or New Supplemental button.

 

Figure 7: Continue working on existing draft option dialog

 

Selecting Yes will open the draft to be edited, otherwise the New Complete/New Supplemental Invoice window will appear without the previously edited and saved invoice draft.  Pressing the No button will discard the draft.

 

There is no visual difference between a complete and supplemental draft, therefore a user can ignore the different confirmation dialogs: One that references a complete invoice draft (Figure 7) and another that references a supplement invoice draft.

 

Execute the Order Invoices Report to identify invoice drafts that may exist for an order.