Draft vs Finalised Invoices

FreeDAM invoices have two states.

Draft (unposted) Invoices

All invoices are created as draft invoices (unposted invoices).
We call these ‘Unposted’ Invoices. This is an old accounting term that comes from having the figures either posted to account codes or not. We have not yet changed this to be

Draft invoices can be edited until posted.
Draft invoice totals are not added to the transactions until finalised (posted)
Sales figures do not become part of statistics until the invoice is finalised
Draft invoices cannot be uploaded to Xero
Draft invoices have a red outline
Draft invoices appear in their own list on the transactions screen.
If may be that draft invoice have a ‘Draft’ watermark on them until they are finalised.

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Finalised (posted) Invoices

The action of ‘posting’ an invoice finalises it.

Finalised invoices can no longer be edited.
Finalised invoice totals now become part of the transactions and the balance of the account will show in the transactions screen and in the top card.
Finalised invoices can be uploaded to Xero
Finalised invoices have a green outline.

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Estimates

Estimates do not have a draft or finalised status.

Estimates have a blue outline
Estimates appear in the draft invoice list on the transactions screen.
A draft invoice can be created from an estimate.