Invoices and the invoice editor
How do I send an invoice now or schedule it for later?
Review the recipient and message before choosing immediate or scheduled email.
How do I edit an invoice draft and check the saved preview?
Preview the saved copy after changing a draft.
How do I change invoice numbering for new documents?
Choose the next invoice number without changing older invoices.
How do I duplicate an invoice or estimate for a new job?
Reuse an existing document while keeping the original sale or quote separate.
How do I create and preview my first invoice?
Save a draft to check what your customer will see. You decide when to send it.