Sending an invoice

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.

Attachments

The Invoice PDF is always attached (Auto-attached). Below it, the connote documents of the jobs on this invoice are listed — tagged Connote PDF or Upload, with the connote number — for you to tick. Only documents of this invoice’s own jobs can be attached, and a document that has been removed from its connote is never sent.

All attachments together are limited to 15 MB; ticking one that would go over shows “Cannot attach more files — total would exceed 15 MB limit.” and unticks it.

⚠️ If a ticked document can’t be attached when the email goes — it was removed meanwhile, say — the email is sent without it and nothing on screen says so.

Resending

Once an invoice has gone out, the list’s send icon becomes Resend. Hover it: the tooltip says Last sent: by . The Details page shows the same line. Resending does not change the status.

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.

Editing an invoice that was already sent returns it to Pending: re-send it so the customer holds the corrected version.

Once the invoice is fully paid, its PDF carries a PAID watermark.