💾 Unsaved document: how to pick up where you left off
If you leave a page before saving, InvoiceXpress temporarily keeps what you were filling in. When you come back, you can resume from where you stopped, without having to type everything again.
1Where it works
Recovery is available while you are creating:
- Documents (invoices, estimates, delivery notes and other types)
- Contacts
- Items
2How to resume a document
- Start filling in the document, contact or item;
- If you leave the page without saving, for example by clicking another section in the side menu, your changes are kept temporarily;
- When you return to the same type of record, the "Unsaved document" message appears, showing when you last made a change;
- Click Resume to bring back everything you had already filled in;
- If you would rather start over, click Discard.
Note: your data is only restored when you click Resume. If you choose Discard, the changes are deleted and cannot be recovered.
3Frequently asked questions
Does this replace "Save as Draft"?
No. Change recovery is a temporary safety net for when you leave a page by accident. To store a document permanently and return to it later, keep using Save as Draft.
Is the document issued?
No. Resuming only restores the fields you had filled in. The document is still unfinalised, exactly as you left it.