How to send an invoice

After an invoice is issued and its PDF is ready, you can send it directly to the client by email from the invoices list.

Before you send

1. The invoice must be issued (not a draft) and have a generated PDF.
2. The selected client must have an email address on their record — update the client if it is missing.
3. If the invoice was already sent successfully, the action changes to Send reminder — see how to send an invoice reminder.

Send the invoice by email

1. Open Sales and then Invoices.
2. Find the issued invoice you want to send.
3. Open the row actions menu (three dots) for that invoice.
4. Select Send by email.
5. If prompted because the invoice was sent before, confirm that you want to send it again.

After sending

1. The invoice status may change to Sent after a successful email.
2. Use Send reminder if you need to follow up after the original email was delivered.
3. To create the invoice first, see how to create and edit an invoice.