Send Invoice

The Send Invoice action, available from the toolbar, is used to send outgoing invoices to clients. Not available for disbursement invoices.
When triggered, the action:

  • Generates a PDF of the invoice;

  • Creates an email with the Payer or Client as the recipient;

  • Attaches the invoice document to the email;

  • Changes the invoice status to Unpaid, if it was previously in Draft.

The filename format of the attached document is: PayerShortName_InvoiceNumber.pdf.

Additional Options

Extra options are available in Accounting Module Settings.
When sending multiple invoices at once, the behavior is controlled by the ‘Grouping Invoices When Sending’ setting:

Option

Description

Recipient

Do not group

One email per invoice

Payers

Group by payers

One email per payer, with all their invoices attached

Payers

Group by clients

One email per client, with all their invoices attached

Clients

All in one

All invoices in a single email

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Signature and Stamp

The option ‘Send Invoices with Sign and/or Stamp’ adds a company stamp or signature to the printed invoice.

After enabling this option, clicking opens a selection window to choose what should appear on the document (stamp, signature, or both).

The actual stamp and signature are set in the Contacts Module, under the issuing company's profile, in the Accounting tab → Sign and Stamp subtab.