How invoice drafts and billing queue should work

INTENDED SEARCHES: invoice draft, billing queue, draft billing item, future recurring invoice

Invoice drafts or billing queue records are used when work is not ready to become a final invoice yet.

Use invoice drafts or billing queue when:

- Work has been completed but still needs review.

- Multiple completed items may be combined into one invoice.

- A recurring service should not create future invoices too early.

- The office needs to select which items become an invoice.

Important rule:

Future recurring jobs should not automatically receive the same invoice ID before they are completed or actually invoiced.

Why this matters:

Draft billing prevents future work from being marked invoiced too early and gives the office control before sending customer invoices.

Support note:

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