What is the difference between an estimate and an invoice? Estimates are quotes you can edit and send for approval; convert them to invoices once accepted.

Can I save drafts without sending? Yes. Use Save draft to store locally, then send or export when ready.

How do I change currency? Set a default in Business Profile, then override per invoice in Invoice Details.

Can I apply both tax and discount? Yes. Toggle both in Charges; totals will recalculate automatically.

How do I resend an updated invoice? Regenerate the PDF after edits, then use Send email or share a fresh public link.