Start a new invoice
Open Invoices and navigate to the invoice-creation screen without saving, approving, or sending an invoice.
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Use Invoices to open a new invoice draft. Customer access is required because the invoice form loads the customer picker.
Start an invoice
- Open Invoices.
- Select Add invoice.
- Confirm that the invoice-creation screen opens.
No invoice is saved, approved, sent, or paid by opening the creation screen.