A native invoice uses a saved customer from the selected company. Add the customer with the correct name and contact details before completing issuance. The invoice draft can hold preparation details, but the saved directory identity is checked when the document is created.
Use Add customer from the available customer or draft workflow. Enter the name, email and any relevant phone, type, address or notes, then save. Confirm that the record appears in the intended company rather than another company's directory.
Select the saved customer in the invoice draft and review the copied name and email. A similarly named contact may have a different billing address or recipient. Clear the selection if you need to return to draft contact entry, then choose the correct saved identity before issuance.
Saving a customer does not create an invoice, send an email or record a payment. Continue through the document's own preparation and review steps. Keep customer notes factual and limited to information needed for the business relationship, since they remain part of the company's records.
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