How do I check and edit my EDF before generating the PDF?

Use the Review step to check the full draft in one place. Compare it with your invoices and business records, including the invoice set, client details, currency, amounts, service information and bank branch. Choose Edit details for the relevant section to correct it without losing your progress.

After making changes, return to the review and check the corrected values. Tick the confirmation that you have checked the details against your invoices, then choose Generate EDF. Do not use the checkbox as a substitute for checking the form. If a required detail is uncertain, resolve it with your accountant or bank first rather than generating a form with a guess.