How to issue an invoice

Issuing converts a draft into a numbered invoice with a generated PDF. See how to start a new invoice to create drafts, then how to send an invoice or how to mark an invoice as paid.

Prepare the draft

1. Open a draft from the invoices list or finish editing a new invoice.
2. Confirm client details, dates, line items, and tax settings.
3. Save changes if you adjusted the draft before issuing.

Issue the invoice

1. Select Issue in the editor toolbar.
2. Wait for numbering and PDF generation to complete.
3. Review the issued status badge and download or send the PDF when ready.

After issue

1. Use Send by email or payment actions from the invoice detail when applicable.
2. Create a credit note instead of editing if you need to reverse an issued document.