How do I save a draft versus issue and send an invoice?
Understand the difference between saving a draft, creating an invoice, and issuing and sending it to your customer.
Creating an invoice and sending it to your customer are two separate actions. An invoice always starts as a draft, and issuing it is a deliberate second step.
Save a draft
While you are in the wizard, the sticky footer has a Save draft button. This saves the invoice in draft status without issuing it, so you can come back and finish it later.
Even the final Create invoice button saves the invoice as a draft. Creating an invoice does not send it — issuing is a separate action from the invoice list.
Issue and send
Issuing is what actually emails the customer and creates their payment link.
- Go to Sales → Invoices.
- Find your draft invoice in the list.
- Use the row actions and choose Issue & Send. This action is only available on draft invoices.
- BunnyDoc emails the customer and generates the public pay link.
Issue & Send emails the customer immediately. Make sure the recipient, amounts, and layout are correct first — review them on the final wizard step before issuing.
What happens after issuing
Once issued, the invoice moves out of draft and its status tracks the customer's activity — issued, sent, viewed, and eventually paid. Your customer receives an email with a link to the public pay page.