A draft invoice is a work in progress — fully editable, with no invoice number, and invisible to your customer. Finalizing turns it into a real, sendable invoice: Cornerspot assigns an invoice number, sets the issue date, computes the due date from your payment terms, and locks it as Open. This guide shows you how to finalize and send a draft, start to finish.
How to finalize and send an invoice in Cornerspot
You'll open the draft, confirm finalizing, and watch the invoice move to Open with its own number — ready to send to your customer and collect payment.
1. Open the draft invoice
From the dashboard, select Invoices in the left-hand menu (under Members & Billing), then open the draft you want to finalize. Drafts show DRAFT in the Number column until they're finalized.
2. Review the draft, then click “Finalize invoice”
On the invoice's detail page, the status pill reads Draft. Give it a last look — once you finalize, it locks. When it's ready, click Finalize invoice in the top-right.
3. Confirm finalizing
A confirmation dialog explains what happens: “Finalizing assigns an invoice number, sets the issue date, computes the due date from the payment terms, and locks the invoice for further edits.” Click Finalize invoice to confirm.
4. Your invoice is now Open
The status moves to Open and the invoice gets its INV- number. It's now a finalized invoice you can send to your customer and start collecting on — from here you can send reminders, record payments, or accept online payment if you've connected Stripe.
What finalizing does
- Assigns an invoice number — the invoice gets a permanent
INV-number for your records and your customer's. - Sets the issue date — the date the invoice was finalized.
- Computes the due date — from your payment terms (for example, Net 30 sets the due date 30 days out), unless you set an explicit due date.
- Locks the invoice — moving it to Open. It can no longer be edited.
Good to know
- Finalizing is required before an invoice can be paid or appear in the member portal.
- You can't edit a finalized invoice. If something's wrong, void it and create a fresh draft.
- Drafts don't have a number and aren't visible to your customer — only finalized invoices are.
- To accept online card and bank payments, connect a payment processor (Stripe) from the Payments settings — see the Payments guides.