Once an invoice is ready, you can email it to the customer, resend it, and send payment reminders. This article covers all three.
Send an invoice
- Open the draft invoice you want to send.
- Click Send.
The invoice status changes to Sent and an email is delivered to the contact’s email address, including a secure link the customer can use to view the invoice online. If your organization has online card payments enabled, a payment link is included as well.
Tip: Only Draft invoices can be sent. If the contact has no email address, the invoice is still marked as Sent but no email goes out, and you will see a notice.
Resend an invoice
For an invoice that is Sent, Pending, or Overdue, open it and click Resend to email the customer another copy. Resending requires the contact to have an email address.
Send a payment reminder
- Open an unpaid invoice that is Sent, Pending, or Overdue.
- Click Send Reminder.
A reminder email is sent to the contact with a link to view and pay the invoice.
Warning: Payment reminders can only be sent for unpaid invoices, and the contact must have an email address on file.
Next: Record a payment.