Business administration
Send invoices, record payment and send reminders
Always check the delivery address. It may differ from the one used when the draft was created.
Step by step
Open a final invoice and choose Send. Check the suggested customer or billing-contact email.
If needed, change the one-time delivery address and confirm sending. This does not change the PDF or UBL.
Check delivery status and Sent on. A failed attempt is not successful delivery; resolve the issue before retrying.
Mark the invoice paid after you have verified receipt of payment.
Open Payment reminders for overdue unpaid invoices. Review the selected invoices and recipients before sending.
A repeat reminder within seven days requires extra confirmation. Check the previous delivery history first.
Good to know
- The company copy and Reply-To use the organisation’s current invoicing email.
- A failed company copy does not necessarily mean the customer email failed. Check the individual message.