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Previewing and Saving an Invoice

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Invoice saving options

  1. Select “Sales” from the navigation menu.
  2. Click “Create Invoice“.
  3. Issue your invoice and proceed to save.
  4. Save the invoice using various available options
    • Preview: Option to “Web Preview” or “PDF Preview” the invoice before saving or sending. 
      • On preview, click the button “Edit” in case you wish to go back to make edits to the invoice.
    • Save as Draft: Save the invoice as a drafted version to be finalized later.
    • Save & Don’t Email: Save the invoice without emailing it to the client.
    • Save & Email: Save the invoice and send it to the client.
    • Send with Revised Email: Select to make edits to the email template before sending to the client.


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