Document PDF prepares the artifact for the current issued invoice revision. Review the issuer details and the saved document before confirming preparation. A draft or an older PDF should not be assumed to represent the invoice you are about to send.
Open the issued document and locate Document PDF. Confirm the legal issuer name, address and issue revision shown by the panel. Complete any missing issuer requirement, then use the available preparation action after checking the confirmation.
When the PDF is ready, Preview PDF lets you inspect the customer-facing document. Check the customer, number, dates, line descriptions and total before using it for delivery. Preparing the artifact does not send it to the customer or record a payment.
If the issued document changed, reopen it and review the current revision instead of preparing from stale evidence. Each download checks current access and the verified file. Keep the PDF's document identity clear when sharing it so a later reader can distinguish a current invoice from an older retained copy.
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