Start with a draft and make all the adjustments you need - nothing is final until you choose to approve.

Drafts

Drafts are editable documents that have not been finalized or assigned an invoice number yet.

• You can change any content, including layout, products, and contact details.
• Updates in Settings (e.g. bank info) do not apply to existing drafts.
• Once your draft is complete, use Preview to check the layout, then click Finalize to send, download or approve it.
• To discard a draft, click Delete in the invoice list.

Approved Invoices

Approving a document locks its content and assigns the next available invoice number in your sequence.

You can choose how to finalize and distribute it:

• Send by email
• Download as PDF
• Approve and close (send later from the Invoices tab)

Good to know

Once approved:

• The invoice number is fixed and cannot be reused, even if deleted.
• Editing is no longer possible
• To correct mistakes, either issue a credit note, void a invoice or create a new invoice.