How to access them?
I found them under Business> Invoices. How about putting a button in the invoice register to access them? [Edited - Readability]
Hi @DYGIT, I can see why having a clear way to find and manage draft invoices would be helpful, especially when you need to come back to one later.
If this is a feature you’d like to see added in Quicken, I encourage you to create an Idea. This gives other Community members with the same or a similar request an opportunity to vote and add their feedback. Ideas are also reviewed by our Development and Product teams as they consider improvements and potential new features for Quicken.
Thanks for taking the time to bring this up and share the suggestion with the Community.
@DYGIT wrote:
I found them under Business> Invoices. How about putting a button in the invoice register to access them?
They should not appear in the invoice register as that lists all invoices that have been issued, paid or not. A draft has not been issued and is therefore not a 'accounts receivable' which is what the invoice register is. There is no meaningful way, in terms of accounting, to include Draft invoices in the register.
The Business tab > Invoices is where all invoices - including drafts - live. If anything, I think it is a UX mistake/error to have the "+New Invoice" button in the accounts receivable (=Invoice) register for exactly the reason you've discovered… you can create a draft and then not be able to find it. The normal workflow should be to go to Business > Invoices to create a new invoice so that recorded or draft invoices will all show.
