Invoices guide

15 steps · screenshots follow your site theme

1. Step 1

   List

   Populated final invoice list including the dedicated guide draft.

   
2. Step 2

   Create

   Existing populated-account data. No changes saved.

   
3. Step 3

   Details filled

   Prepared invoice details. Not submitted.

   
4. Step 4

   Template options

   Existing populated-account data. No changes saved.

   
5. Step 5

   Guide details

   Dedicated guide invoice prepared for Stillwater Yoga.

   
6. Step 6

   Builder

   New dedicated guide invoice draft for Stillwater Yoga.

   
7. Step 7

   Components

   Existing populated-account data. No changes saved.

   
8. Step 8

   Content

   Guide draft configured with Harborview Wellness, Stillwater Yoga and wellness services.

   
9. Step 9

   Saved draft

   Dedicated guide invoice saved as an unsent draft.

   
10. Step 10

    Draft actions

    Saved draft actions. No email sent or invoice deleted.

    
11. Step 11

    Download review

    PDF options reviewed. No email sent.

    
12. Step 12

    Send review

    Recipient and delivery review only. No send confirmed.

    
13. Step 13

    Saved list

    Includes the saved guide draft and historical sent invoices.

    
14. Step 14

    Sent preview

    Historical sent invoice preview. Original sample document content retained.

    
15. Step 15

    Sent actions

    Historical sent invoice actions. No resend, duplication or deletion performed.