Send an Invoice

Deliver a finalized invoice using the client's saved contact details.

Before you start

Verify the client email and company profile before sending.

Dashboard → Sales → Invoices

Navigate to the relevant workspace area.

Open the invoice. Review the information shown before continuing to the next step.

Check its preview and payment instructions. Review the information shown before continuing to the next step.

Choose Send and confirm the recipient. Review the information shown before continuing to the next step.

Review the delivery result. Review the information shown before continuing to the next step.