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Send and Share an Invoice

Email an invoice, and follow it to paid.

Sending is the moment a draft becomes the customer's copy, so it is worth checking the lines and the due date first. After it goes out, corrections run through a credit note rather than an edit.

  1. Open the invoice, and select Send.

  2. Check the recipient and the message, then confirm. The invoice moves to sent.

  3. When money arrives, record a payment against the invoice; it moves to paid when the balance reaches zero.

A paid invoice, INV-00027 for Aldgate Rail Services. The header carries edit, email, share, PDF, print and more-actions buttons beside a Paid badge. An Associated Documents panel lists the payment against it, and the activity panel records the invoice being created, marked as sent, and paid.
Email, share, PDF and print all sit in the header. The activity panel is the record of what was sent and when.

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