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How to Send an Invoice to a Customer

Sending an invoice finalizes it and shares it with the customer for payment. Once sent, the invoice becomes part of your financial records and is used to track…

Steps

  1. Go to Get Paid → Invoices.
  2. Open an existing Draft invoice or create a new one.
  3. Review all invoice details carefully.
  4. (Optional) Click Preview to verify the final format.
  5. Click "Save & Send."
  6. Confirm the action.

The invoice status updates to "Sent." To resend an already-saved invoice without re-editing it, use "Send Email" from the row actions menu instead.

Related Articles

  • How to Preview an Invoice Before Sending
  • How to Record a Payment
  • How to Track Invoice Status

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