How to send an invoice
Once an invoice is created, you can send it to the client so they can pay it.
#When to use this
Use this after creating and reviewing an invoice you are ready to bill.
#Step by step
1
Open the invoice
Go to the invoice you created.
2
Send it
Use the send option to deliver the invoice to the client.
3
Track its status
Watch the invoice status update as it is viewed and paid.
#Expected result
What you should see
The client receives the invoice, and its status reflects that it has been sent.
#Common mistakes
- Sending to an outdated client email.
- Not following up on unpaid invoices.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The client did not receive it | Confirm the client email and that workspace email delivery is working; then resend. |
| Status did not update | Refresh the invoice; sending is recorded on the invoice. |
#Best practices
- Confirm the client's email before sending.
- Follow up on invoices that stay unpaid.
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