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Prepare an invoice in Pixie CRM and save it as a
draft for review

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Open Invoices from Sales and Finance then choose
Create New Invoice

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The fictional example remains a draft and will
not be sent to a

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customer

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Select the customer first Search for Maplebridge
and choose Maplebridge

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Design Training Pixie loads the customer details
including its saved

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billing information Check the customer before
adding the invoice

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items

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Review the proposed invoice number invoice date
and due date This

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example uses the fourth of November and a due
date of the fourth

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of December The currency is pounds sterling Leave
recurrence set

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to No for this one-off example

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Choose the reusable Website discovery session
item Its short description

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longer explanation rate and unit load into the
item entry row This

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is why a clear item catalogue helps you prepare
consistent documents

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Set the quantity to two sessions then click the
tick button to add

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the line to the invoice At one hundred and fifty
pounds per session

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the training total is three hundred pounds Check
quantities rates

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discounts and tax before saving any real invoice

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Add a client note identifying the document as a
fictional training

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example Internal admin notes are separate from
the client-facing

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note Review any applicable terms carefully when
preparing documents

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for your real business

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Choose Save as Draft This stores the invoice
without issuing it

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to the customer Wait for the saved invoice view
then confirm the

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customer item total and Draft status Sending and
payment workflows

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are separate actions

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The invoice is saved as a draft for Maplebridge
Design The two-session

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line and three hundred pound total are visible
together with the

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training note Use Edit when you need to correct a
draft and review

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the dedicated sending guide before issuing a real
invoice