---
title: "Draft Invoices"
slug: "draft-invoices"
updated: 2026-04-21T13:08:44Z
published: 2026-04-21T13:08:44Z
canonical: "help.nexudus.com/draft-invoices"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Draft Invoices

## What Are Draft Invoices 
Draft invoices are documents that {{variable.customers}} and {{variable.admins}} can create to see what an invoice may look like without actually issuing an invoice. 

*For example, you added multiple charges to a customer leaving your space, and you want to make sure all their cancellation charges are applied properly before issuing their last invoice.* 

Draft invoices are **not legally binding** — you **cannot collect payments** for them. Their main purpose is to see what an invoice will include with discounts and credits applied before officially issuing it. 



## How Draft Invoices Work 

You can create draft invoices in one of two ways. 


### Customers view their next invoice on the {{variable.MembersPortal}}
Customers can request a draft of their next invoice from the {{variable.MembersPortal}}. From there, they can click on **View my next invoice** to see a draft of their next invoice. 
![image.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/image%28883%29.png){height="" width=""}

The draft invoice is automatically downloaded as a PDF on the customer's device. The file is named **draft.pdf**. 


### Admins create a draft invoice on the {{variable.AdminPanel}}
{{variable.AdminsCAP}} also have the option to create a draft invoice for any customer. You[ create a draft invoice](/v3/docs/adding-invoices){target="_blank"} the same way you would a regular one.

All you need to do to create a draft is enable the **Create invoice as draft** toggle before clicking **Save changes**. 

![image.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/image%28881%29.png){height="" width="600"}

You can also toggle on **Send this invoice by email to the customer** before saving your changes if you'd like to share that draft with the customer. Leave it off if you don't want the customer to see the draft. 

Once that's done, you can check the invoice and tweak it as needed. As soon as you're happy with the draft, you can [convert it to an actual invoice](/v3/docs/converting-draft-to-invoice){target="_blank"} in a couple of clicks. 

![image.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/image%28882%29.png){height="" width="700"}




## Draft Invoice Format 
Draft invoices follow their own format and sequence that you can easily edit via {{variable.InvoiceFormatting_Link}} {{variable.OnTheAdminPanel}}. 

![2023-03-21_12h36_25.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/2023-03-21_12h36_25.png){height="" width="700"}


Nexudus separates regular invoices reference from invoice draft references to avoid accounting and payment errors. You should keep the format of your draft invoices different from the format of your regular invoices.