An invoice draft can contain manually entered Customer name and Email while you prepare the document. The form distinguishes those draft details from a saved customer selection. Use Add customer to save the contact before completing the document's creation requirements.
Enter only the known details while preparing the draft. If the correct billing contact is still being confirmed, keep the document unissued rather than choosing a different customer to pass validation. The saved identity is checked again during issuance.
When the customer record is ready, select it and compare its name and email with the draft. A mismatch requires review and a saved update to the draft. Do not assume that similar text means the same company customer record was selected.
Saving the draft is useful for preserving prepared line items and dates while the contact is resolved. It does not send the invoice or create a completed receivable by itself. Return to the requirements list and finish the verified customer, posting accounts and other required details before proceeding.
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