An invoice draft holds the customer, dates, currency, line items and posting-account choices you are preparing. Use the selected company's native invoice workflow and keep the document as a draft while required details are unresolved.
- Select the saved customer and review the copied name and email.
- Enter the invoice date, payment terms or due date, and document currency.
- Add the line descriptions, amounts and appropriate income accounts.
- Review Posting accounts, tax and notes, then save the draft.
The form lists remaining creation requirements and lets you move directly to the affected field. Saving a draft allows you to return later; it should not be described as an issued invoice or a completed ledger event.
When the terms are ready, use the current issuance controls and review the document's saved revision. Issuing, preparing its PDF, sending an invoice email and recording an existing payment are distinct actions. Confirm each result from the corresponding saved history instead of assuming one button completed all of them.
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