The account owner can email a marked test copy of an eligible unsent invoice draft.

1. Open the invoice

Go to Invoicing → Invoices and open the intended document. Confirm its customer and current status.

Find the correct document in the selected business.
Find the correct document in the selected business.

2. Prepare the message

Save and preview the unsent draft. Open Send and review the subject and message.

Send a Test to Yourself is separate from the regular Send button.
Send a Test to Yourself is separate from the regular Send button.

3. Choose the test

Select Send a Test to Yourself. Read the confirmation: the message goes to the owner’s email with a PDF marked TEST – NOT ISSUED. Other attachments are excluded.

The test confirmation identifies the recipient and the draft-only outcome.
The test confirmation identifies the recipient and the draft-only outcome.

4. Send and verify

Choose Send Test. Check your inbox and the PDF. The invoice remains unsent and the test does not record a sale, stock movement, or customer payment. Normal email availability and allowance still apply.