You can save your invoice on the Mobile and Desktop
On web:
After successfully creating an invoice, you can save your invoice or record as an unpaid invoice by following the steps below:
- At the top right corner of your screen, click on Save
- There are two options to choose “Save as Draft” and “Save as Invoice”
- Select “Save as Draft” if you are not ready to issue the invoice yet. Draft invoices will be included in your sales accounting
- Select “Save as Invoice” if you want to formally issue the invoice but not send as an email
On mobile:
You can save it as a draft by following the steps below;
- Click on the Send button by the top right side of your screen
- A drop down menu containing three options will appear (Send via Email, Send via Whatsapp or Save as Draft)
- Click Save as Draft and your invoice will be saved