The invoice form lists the details still required before creation. Select a requirement to move to its field, then complete the verified information. More requirements can appear as earlier ones are resolved, so review the list again before proceeding.
Common requirements include a saved customer, document dates, currency, line descriptions and posting accounts. Supply the real customer terms and eligible company accounts rather than placeholder values intended only to make the action available.
You can save a draft and return later while preparation is incomplete. That retained draft is separate from an issued invoice. If posting access cannot be checked, resolve the access or loading message before interpreting the document as ready for ledger creation.
After the requirements are complete, review the whole document instead of relying solely on the disappearance of warnings. Confirm the customer, amounts, dates and accounting treatment, save current changes and use the appropriate issuance action. A valid form is a necessary preparation step; it does not replace the business review of the invoice.
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