Sending an invoice
Emailing the invoice and its PDF to the customer.
Invoice → Send.
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 the invoice to 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 the PDF before sending it — otherwise the attachment is the version from before your edit.