Invoices and the invoice editor

Send an invoice now or schedule it for later Review the recipient and message before choosing immediate or scheduled email.

Change an invoice draft and check the saved preview Preview the saved copy after changing a draft.

Change invoice numbering for new documents Choose the next invoice number without changing older invoices.

Duplicate an invoice or estimate for a new job Reuse an existing document while keeping the original sale or quote separate.

Create your first invoice and preview it before sending Save a draft to check what your customer will see. You decide when to send it.