Basic Setup
At the very top of the form, define the timeline and status:
Service Date: Select the date the work was performed.
Due Date: Choose when the payment is due (Note: Your default Billing Settings for e.g, Net 30 will apply automatically).
Status: Starts as Pending and updates automatically as you progress (to Draft, Open, etc.).
Preview: Click this at any time to see the PDF version your client will receive.
