How should you make tasks and expenses available for invoicing again if you created a draft invoice but are not ready to send it?

To make tasks and expenses available for invoicing again after creating a draft invoice, deleting the sales invoice in Xero is the correct approach. When you delete a sales invoice, Xero releases the associated tasks and expenses, making them available for you to use on a new invoice. This is particularly helpful if you find that you need to alter the tasks or adjust the expenses before sending the invoice.

Saving a draft invoice does not free up the tasks and expenses, as they remain attached to that draft until the invoice is either approved or deleted. Editing the invoice and removing tasks wouldn’t necessarily make all associated expenses available for another invoice, particularly if tasks remain attached to the draft. Marking a project as inactive is unrelated to the management of specific draft invoices and does not affect tasks or expenses tied to invoices.

Thus, deleting the sales invoice is the cleanest method to ensure that those tasks and expenses can be reused in the future without restrictions.