WEBVTT

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Open Invoices and select the existing training
draft Check the customer

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and Draft status then choose the Edit Invoice
icon Editing the saved

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draft keeps the work in the same document rather
than creating a

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second invoice

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Change the due date to the eighteenth of December
Use the date format

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configured for your workspace Move out of the
field to close the

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calendar then check the value before saving

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Update the client-facing note to identify the
revised training draft

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The service line and three hundred pound total
are unchanged Client

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notes and internal admin notes have different
audiences so put the

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right information in the right field

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Choose Save Review the returned invoice and
confirm it is still

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marked Draft The revised due date and note are
stored on the same

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training document Saving these edits does not
send the invoice or

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request a payment

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Reopen Edit Invoice to verify the stored fields
The new due date

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and revised client note are retained while the
invoice remains a

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draft Complete your internal review before using
the separate sending

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workflow for a real customer invoice