Order Drafts
What is this?
A holding area for orders that have been started but not yet finalized. Confirmed fields on this list include Total Drafts, Ready to Send, Incomplete, Expiring Drafts, Avg Draft Value, and more.
Why use it?
Lets you prepare an order (client, items, pricing) without it counting as a live, billable order yet, and without generating an invoice or email.
How to open it
Billing → Order → Draft (direct URL: /order/draft).
How to use it
- Open the three-dot menu on any draft row: available actions confirmed in this audit are View and Publish.
- Publish opens a confirmation dialog requiring you to tick "I understand and confirm my intent to proceed with this action" before it converts the draft into a live order (and, if enabled, generates its invoice).
- To remove drafts in bulk, select their checkboxes; the only bulk action confirmed available is Delete Permanently (alongside Export) — there is no intermediate "move to trash" step for drafts.
What happens after saving?
Saving as a draft persists immediately and survives a page refresh. Publishing removes it from the Draft list and creates a corresponding live Order (verified: totals, line items, and client carried over exactly).
Common problems
Problem: I expected a "Move to Trash" option for a draft and only see Delete Permanently.
Why it happens: Confirmed in this audit — drafts skip the Trash step entirely.
How to fix: Treat draft deletion as final. If you might need the draft again, keep it rather than deleting it.