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Create, issue and download an invoice

Check the invoice details before issuing and check the downloaded document before sharing it. Corrections to an issued invoice use a Credit Note.

1. Open Quotes & Invoices > Invoices and choose New Invoice.
2. Choose the customer or accepted quote, then add the dates and items.
3. Save the draft and resolve any Needs Details items.
4. Check the customer, total and VAT where relevant.
5. Choose Issue Invoice, then download the exact PDF when needed.