Why your invoice is in Draft and what to do during the grace period

A Draft invoice is a preview of the charges that will be made for the current billing period. You have a 7-day grace period from when the draft is created to review the patient list and request adjustments before it's finalised and charged.

What you'll see

When you open a Draft invoice, an amber alert appears:

Draft Invoice — Grace Period. This invoice is a preview of your upcoming charges. You have a 7-day grace period from when the invoice is created (until {date}) to request any billing adjustments such as Failed to Attend / Did Not Attend, or Not a New Patient. After this period, the invoice will be finalised and automatically charged.

The alert includes a "Request a billing adjustment" link that takes you to Billing → Bookings filtered to this invoice.

What to do during the grace period

1. Open the Draft invoice.
2. Expand the New Patients line in the Product Breakdown to see every patient included.
3. For any patient who shouldn't be billed (didn't attend, isn't actually new, or some other reason), request an adjustment. See Mark a patient as FTA, DNA or not a new patient (and other reasons to dispute a charge).
4. Submitted adjustments either approve in time (and remove the booking from the invoice) or roll over for review later.

Approved adjustments inside a Draft invoice

When an adjustment is approved while the invoice is still Draft, the patient row in the breakdown shows with a strikethrough and an Adjusted badge. When the invoice finalises, that booking is removed and not billed.

After the grace period

• The Draft invoice is finalised. Its status changes to Due and the invoice number is assigned.
• We charge your default payment method on the due date.
• If the charge succeeds, status moves to Paid.
• If it fails, status moves to Overdue and the red banner appears at the top of the portal.

Tips & things to watch for

• Don't leave adjustment requests until the last day. Some require follow-up from us, and may not be resolved before finalisation.
• Once the invoice is finalised, adjustments still get reviewed — but they're credited differently. Contact support if you missed the window.

Related articles

• Your billing cycle and the 7-day grace period
• Mark a patient as FTA, DNA or not a new patient (and other reasons to dispute a charge)
• Read an invoice — line items and the per-patient breakdown