Skip to main content

✅ How to Convert a Draft into an Issued Invoice

This article shows you how to issue a draft invoice.

Laura avatar
Written by Laura
Updated over a month ago

Overview

Once your invoice is ready, you can mark it as issued to lock in all the details. This guide shows you how to find your draft and issue it step by step.


Step 1: Open the Billing Section


On your dashboard, click “Billing” in the left-hand menu to expand the section.


Step 2: Go to Invoices


​Click on Invoices under the Billing section to access your full list of draft invoices.


Step 3: Select your draft Invoice


From the list, find the draft invoice you want to issue. Click to open the draft.


Step 4: Click 'Issue Invoice' to finalize the invoice details


In the top-right dropdown menu, click Issue Invoice.

​A confirmation box will appear.

⚠️ Once issued, the invoice becomes final and cannot be edited.


You’re all set. Your invoice is now officially issued.


🙋‍♀️ Need more help? Click the Messenger icon at the bottom right to contact our Support Team.


Did this answer your question?