Sending an invoice
Emailing the invoice and its PDF to the customer, and seeing when it was last sent.
Invoice → Send Invoice, or the send icon on the invoice list.
The page opens with the recipient, subject and message pre-filled from the invoice. Check the three before sending:
| Field | |
|---|---|
| To (Recipient) | Pre-filled from the customer record. Worth a look — an invoice sent to a stale address is an invoice nobody is chasing. |
| Subject | Edit freely. |
| Message | The covering note. The invoice PDF is attached automatically. |
Sending moves a pending invoice to sent. A cancelled invoice cannot be sent.
Resending
Section titled “Resending”Once an invoice has gone out, the list’s send icon becomes Resend. Hover it: the tooltip says Last sent:
The PDF
Section titled “The PDF”The PDF is generated when the invoice is created, and it uses the template and banking details chosen at that point. If you edit an invoice afterwards, Regenerate PDF before sending it — otherwise the attachment is the version from before your edit.
Once the invoice is fully paid, its PDF carries a PAID watermark.