Draft invoices: How to approve, edit, or delete

When you create an invoice in Wave, you can save it as a draft. Before an invoice can be sent, the draft needs to be approved. Read on to learn more about draft invoices, and what approving a draft means.

After you create an invoice, click Save and Continue to save it as a draft. If you choose to come back to this draft later, you can view it by navigating to Sales > Invoices and clicking the Draft tab right above your list of invoices. Within the Draft tab, you can further filter the draft invoices to find a specific invoice, by searching by customer name, invoice number, or date range.

Wave does not automatically save invoices unless you click the Save and Continue button when creating an invoice.

Saving an invoice as a draft will not make any changes to accounting and your reports. However, once you approve the draft, this will reflect on your accrual basis reports, as accrual reports also take into account unpaid invoices.

The Send section of the invoice will be greyed out if the draft is not approved.

How to edit or approve a draft invoice

  1. Log in to your Wave account from waveapps.com.
  2. Click Sales on the left navigation menu, then select Invoices.
  3. Click the Draft tab above your list of invoices, and locate the draft invoice.
  4. Click on the invoice to view it.
  5. To edit, select the Edit draft button at the top right, within the Create section.
  6. Click Save and Continue to save the draft again.
  7. Alternatively, to approve the draft, click on Approve draft within the Create section of the invoice.

How to delete a draft invoice

If you accidentally created a draft invoice, here’s how you can delete it:

  1. Log in to your Wave account from waveapps.com.
  2. Click Sales on the left navigation menu, then select Invoices.
  3. Click the Draft tab above your list of invoices, and locate the draft to delete.
  4. Click on the dropdown arrow to the right of the draft invoice, and select Delete.

Once you delete a draft invoice, you cannot recover it.

On a draft invoice, click on More actions at the top of the page to do any of the following:

  • Duplicate the invoice (make a new invoice using this one as a copy)
  • Make a recurring invoice using the draft as a template
  • Export a copy of the draft invoice as a PDF
  • Print the draft invoice
  • Customize the look of your invoices
  • Preview to see exactly what your customer sees
  • Delete the draft invoice