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A draft is not a legal invoice yet. Sending is what the customer receives, and issuing is what locks the number.

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Before the button works

On a new invoice, Invoice readiness lists what is still missing. Save & send stays off until the blockers are clear. The usual ones: A confirmed tax profile, a company registration number, or a withholding suggestion can also block the first send. Those checks depend on the country on your company. They are in Rules for your country. Full versus simplified invoices are in Invoice settings.

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Send it

On the new-invoice wizard the steps are Details, Line items, Payment, and Review & send. Save draft keeps the invoice and does not email anyone. It still has a temporary reference. Save & send saves and emails the customer. Use this while it is still a draft you are willing to send. Issue & send on an invoice that is ready to become the legal document registers it, locks the number series, then sends it. After that, the invoice is the document you correct with a credit note, not by editing the issued lines. The customer opens it in Client Hub. Preview PDF and Email preview show what they will see before you send. Message to customer is the note in that email. Wording defaults live under Invoice settings → Email & SMS.

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How they can pay

On Payment, turn on the methods this invoice should offer: If no method is on, the section says No payment method enabled.

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After it is sent

Reminders for invoices that stay unpaid are Invoice settings → Reminders. A late fee, when it is on, is added there too. Those are not edited on Automations. Send to Xero copies the invoice across. That needs Growth or Pro, Xero connected, and account mapping saved. See Connect Xero. A sent invoice cannot be voided. If the amount is wrong, use a credit note. If you took the money and need to give it back, use a refund. The refund does not rewrite the invoice. If Save & send or Issue & send is missing or grey, the matching row is in When a button is missing.