Sending Invoices, PDFs, and reminders

Open Invoice and click email. In the sending window, check the recipients, the language of the email and document, the template, CC/BCC fields, and attachments. You can attach the Invoices PDF, files uploaded to Invoices, and other documents permitted by the system.

Before sending:

1. open the PDF and verify the number, date, due date, currency, amounts, and details;
2. check the recipient addresses and the selected language;
3. review the list of attachments;
4. ensure you are sending the final version, not a draft (template).

Successful sending marks Invoice as sent and records the event in the history. If you delivered the document via another method, select Actions → Mark as sent. This action does not send an email.

For overdue Invoice items, the menu may display Send notification regarding Payment overdue status. Check the recipient and template; reminders for multiple Invoices items can be grouped into a single email. Automatic reminders may be disabled for certain Invoices items. The PDF layout is controlled by the administrator: Items codes, descriptions, photos, discount, status, QR code, vendor, project, site, payments, signature area, and images. If the HTML card looks correct but a column is missing from the PDF, check the Invoices settings.

Related articles

• Invoice Payments, credits, and balances
• Copying, splitting, and recurring Invoices