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Guided screenshots, not live forms. Fictional public-demo data. No production account, live AI, email delivery or money movement.

Billing review Step 26 of 33

Inspect the saved invoice before issuing

Your action

Review DEMO-2026-0006: two source lines, total $522.50 and status Draft. Click Issue invoice only after reviewing the client, dates and amounts.

Inspect the saved invoice before issuing. Actual captured fictional application screen. Review the Draft status 1 Verify both lines and $522.50 total 2 Issue the reviewed invoice 3 Click Here
Red boxes identify the actual input, navigation or result. Click Here advances the guided screenshots; it does not submit a live form.

Highlighted controls

  1. Review the Draft status
  2. Verify both lines and $522.50 total
  3. Issue the reviewed invoice

Value to the firm

A saved draft offers a final review point and keeps billable source work from being selected twice.

Presenter notes: purpose, business value and limitations

This screenshot shows the actual acknowledged draft. The source work is reserved and the invoice has not been issued. The separate issue action is a deliberate commitment to the demo ledger; it does not send an email. Print / save PDF is a browser-print action but is not exercised here.

Business value: A saved draft offers a final review point and keeps billable source work from being selected twice.