Why is my invoice a draft?
What it does today
Connecting Xero is not open yet, so nothing goes into your books from YourCA today. When it opens, every invoice and credit note YourCA makes is a draft. That is a rule, not a stage, and no setting changes it.
- Connecting Xero is not open yet, so YourCA puts nothing in your Xero today. The steps below are what happens when it opens.
- Press Send to Xero as a draft on the Claim pack of the signed-off claim. The invoice lands in your Xero as a draft, and the card says Draft.
- Open it in Xero from the invoice number on the card. Check the lines, the retention, the GST and the due date.
- Approve it in Xero. The card then says Awaiting approval or Approved, the same words Xero uses.
- Send it to the builder from Xero, the way you send any invoice. Nothing reached them before you did this.
- The same goes for a credit note YourCA drafts for a short payment. It is a draft until you approve it.
Worth knowing
This is the same rule as the claim itself. YourCA drafts and you serve. A product that sent your invoice would be taking a step in your business for you.