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How do I prepare and review an invoice?

Invoice preparation is separate from issuing, delivering and receiving payment.

Before you start

You need the correct workspace and permission to prepare invoices.

What to do

  1. Create or open a draft for the intended customer.
  2. Review line descriptions, quantities, prices, currency and tax treatment.
  3. Check customer and seller information, dates and document totals.
  4. Save and inspect the draft or preview before using a separate issue or send control.

What happens next

You have a reviewed draft whose status can be inspected.

If something goes wrong

A preview or downloaded document is not proof of delivery or payment. If a save or issue action is uncertain, inspect its current status before repeating it.

Related guides

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How do I prepare an estimate or delivery note and turn it into an invoice?

Estimates and delivery notes are separate documents. Creating an invoice from one produces an editable draft that must be approved and sent separately.

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How do I create, review or pause recurring invoices?

A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.

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How do I import a bank statement and match a received payment?

Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.