Sending Invoices
User Guide / Invoices for payment / Sending InvoicesChanged: 25.06.2023 15:08
There are two ways of sending an invoice:
Option 1: Sending it directly upon creation
Upon creating an invoice, there are four ways of saving your invoice you can choose from.
| Save Draft: | Saves your invoice as a draft. |
| Save: | Saves your invoice with a status depending on its previous status, due date and balance. |
| Save & Send: | Saves your invoice and takes you to the invoice sending editor. |
| Save & Mark Sent: | Saves your invoice and marks it as "Sent". |
Option 2: Sending it from the invoice page
If you are looking to send an existing invoice, simply open it and choose "Send invoice" from the top right Actions menu.