When creating an invoice on Qonto, you can easily save it as a draft for later. Drafts can also be shared with clients as a proforma invoice so that they have all the details on hand before the final version is issued.
Remember, full access to invoicing is available for:
Smart, Premium, Essential, Business, and Enterprise plans (learn how to easily upgrade your plan here) *
Owner and Admin roles
To get started, log into your Qonto account from a desktop device and click on Invoicing on the navigation menu.
Saving a draft
From the Invoicing section, click on Create an invoice at the top of your screen. From there, start filling out the fields as indicated on the screen. To save a draft, you must at least:
Select an existing client or add a new one
Enter an invoice number (only if you have manual numbering enabled)
Enter an issue and due date
When you’re ready, click on Save as draft at the bottom of the screen, and easily find all your saved drafts on the Drafts tab in the Invoicing section. To continue working on a draft, click on it and then, on Edit draft. To delete it permanently, click on Delete draft.
When your draft is ready, you can easily convert it into an invoice. Click on your draft from the invoice list and make sure that all required fields are correctly filled in.
Then, click on Create invoice at the bottom of the screen, and confirm that your invoice is ready to be issued. You’ll then be able to send it to your client by email or link.
💡Good to know: If you’ve already set up automatic invoice numbering, your draft will automatically take up the next available number once you convert it into an invoice. If you’re still using manual numbering, you’ll be prompted to confirm that your draft has a valid and sequential number before converting it.
To learn how to enable automatic invoice numbering and ensure that your invoices are always sequentially numbered, click here.
Sharing a draft
You can also send an invoice draft to your client. This provisional version, also known as a proforma invoice, can be useful if you want to share a proposal or confirm any details before issuing the final invoice. Sending a draft before issuing an invoice isn’t mandatory, doesn’t require any action from your client, and has no accounting effect.
To share a draft, click on Send draft at the bottom of the screen. From there, enter your client’s email address, customize your message, and click on Send email. If you prefer to share it via another channel, click on the Send by public link tab and copy the link to your clipboard.
💡 Remember, a draft does not substitute a final invoice. When you’re ready to issue the final version, you can directly convert it into an invoice by clicking on Create invoice at the bottom of the screen.
(*) Basic plan subscribers can create up to two invoices for free before upgrading for full access to the invoicing tool.*