Draft invoice vs. final invoice: What's the difference and why is it important?

If you manage your own practice as a psychologist, billing is an essential part of your daily life. However, questions often arise about What is a draft invoice and how is it different from a final invoice. In this article, we explain it to you clearly and with examples so that you don't have any problems when it comes to issuing your invoices correctly.

What is an invoice and what is it for?

An invoice is a legal document which accredits the provision of a service and the corresponding payment. In the case of psychologists, it is issued when you do a therapy session and you charge for it.

This document is essential because:
✅ Serves as proof of payment for you and your patient.
✅ It is mandatory to comply with tax regulations.
✅ Allows you to carry clear control of your income.

So far everything seems simple, but not all bills are the same. This is where the difference between a draft invoice And a final invoice.

What is a draft bill?

An invoice in eraser is a preliminary version of a final invoice. It has no legal validity, but it serves to check that all the data is correct before sending it to your client or including it in your accounting.

When to use a draft bill?

📌 When you want to check that the calculations are correct before issuing the invoice.
📌 If you need to review patient data or make sure that the taxes applied are correct.
📌 To organize your billing before sending the final documents.

🚨 Important: A draft bill cannot be used as proof of payment nor can it be filed with the Treasury.

What is a final bill?

Una final invoice is the final and official document. Once issued, it cannot be modified freely and it must be correctly recorded in your income record.

When is an invoice considered final?

✅ When you have reviewed it and confirmed that all the data is correct.
✅ If you have already sent it to your customer.
✅ Once you have recorded it in your accounts and, in some cases, sent it to the Treasury.

🚨 Careful: If you detect an error on a final invoice, You can't just modify it. Instead, you must issue a amending invoice.

Key differences between a draft invoice and a final invoice

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Case Study: How are they used in practice?

🔹 Example 1: Psychologist who reviews before sending
María, an independent psychologist, generates draft invoices at the end of the month to check if all the data is correct before sending them to her clients. Once you confirm them, you mark them as definitive and sends them.

🔹 Example 2: Psychology Center with several professionals
A center with several psychologists uses draft bills to review the breakdown of income by professional before making payments. Once validated, the administrator issues all invoices as definitive.

How to better manage your bills with Eholo?

If you're billing your appointment manually, it can be easy to make mistakes or lose important documents. In Eholo, you can generate draft invoices to review them before finally issuing them, ensuring that everything is correct without the risk of errors.

In addition, with our integration with B2B Router, you can easily comply with the mandatory electronic invoicing for self-employed workers in 2025.

If you haven't tried Eholo yet, we invite you to discover how we can help you manage your query in a simple and uncomplicated way.

📌 Do you have questions about billing in psychology? Write to us and we will help you.

Conclusion

The difference between a draft invoice and a final one is key to keeping an orderly check on your billing. Use the draughts to review and avoid errors before issuing final invoices. This way, you will have more precise control of your income and you will avoid problems with the Treasury.

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