In the invoice detailed view, you can see when and to whom the invoice was sent and whether any reminders were delivered. You can modify the invoice and duplicate it here.
Clicking on the Create from invoice... button lets you easily issue a credit note or create a scheduled invoice from the data on the invoice.
To send an invoice:
- Choose your preferred invoice template for the PDF
- If you have multiple languages enabled, select the language.
If products have been entered with translations in the product database, they will be displayed in the appropriate language on the PDF. Go to Settings > Sales and finance > Products and services to make changes to your product database or add new products or services. - Click Send to open the email modify window
- Edit the email message as needed. You can upload additional attachments here - make sure to select the files you wish to send out by ticking the checkboxes next to them.
- When ready to send your invoice, click Send.
All the sent emails with attachments can be seen under Reports > Sent items.
To ensure that the invoice reaches the recipient, ensure that your whole team has set up their SMTP settings under Settings > My settings > E-mail.