Invoice review
Show the invoice before it becomes a draft.
Prepare the lines, send the customer their own page, and read the answer here. A yes, or a request to change a line, comes back to the desk. The accounting draft is the step after that.
Log inUpload the CSV
One file becomes one invoice. You can correct a line before anyone else sees it.
Send a private link
The customer opens that page and confirms the invoice, or marks the lines that should change.
Then create the draft
The answer shows up on the invoice. The draft goes to your accounting software after that.
The customer link is a private address
Each invoice gets its own link. The address is a long random string. It is not listed on this page, and it is not practical to guess.