Save a draft to check what your customer will see. You decide when to send it.

1. Start an invoice

Open Invoicing → Invoices and select New Invoice. If the template picker opens, choose the design you want to use.

Select New Invoice at the top right of the Invoices page.

2. Choose the customer and dates

Select the Customer, or choose Add New Customer. Check the currency, invoice number, invoice date, and due date.

The customer and currency appear above the invoice; the dates appear beside the number.

3. Add what you are charging for

Add a product or service. Enter its quantity and rate, then add any tax or discount that applies. Compare the invoice total with the amount you intend to charge.

An invoice line shows the item, quantity, rate, and amount.

4. Save, then preview

Open Actions and select Save. Wait for the save to finish, then select Preview. Check the customer, due date, line items, and total on the saved copy.

Save and Preview are separate actions; sending is a separate choice.

If the preview shows an older version, return to the editor, save your changes, and open Preview again. Use Send only when you are ready to email the customer.