Review a saved draft’s customer, line calculations, and final total before issuing it.

1. Open the draft

Go to Invoicing → Invoices and open the saved draft you want to check. Confirm its number and unsent status.

Open the intended saved draft from Invoices.
Open the intended saved draft from Invoices.

2. Check the customer and dates

Confirm the selected customer. Review the billing details and the invoice currency, number, issue date, and due date. Correct anything that does not match the agreed job.

The customer, currency, number, and dates are above the item table.
The customer, currency, number, and dates are above the item table.

3. Check every line

Compare each product or service with the agreed work. Review its description, quantity, rate, tax, and discount. Compare the final total with your calculation.

Each item contributes to the displayed invoice total.
Each item contributes to the displayed invoice total.

4. Save and preview

Open Actions → Save, wait for completion, then choose Preview. Check the customer and total on the saved copy before sending.

Need to start a new invoice? Follow Create your first invoice and preview it before sending.