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.
Deleted drafts are permanently removed and cannot be recovered.
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.