When a saved customer is selected, the draft explains that its contact details are saved. Use Clear saved contact selection to return to editable draft name and email fields. This changes the draft's selection; it does not delete the customer from the directory.
Check why the selection needs to change. If you chose the wrong customer, select the correct saved record. If the customer itself needs an update, use the directory editor with the appropriate access and then review the draft against the revised details.
After clearing or replacing a selection, save the draft before preparing issuance. The issue workflow compares the active contact with the saved draft and will stop when their name or email differs. Review the document dates and line items as well when a different customer is selected.
Do not use a temporary manual name to make an invoice appear ready for the wrong contact. Keep it as a draft until the saved identity is confirmed. Invoice email delivery later requires a separate review of the actual recipient and current document PDF.
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