Approve and send invoices

1. Open the draft invoice and check it.
2. Select Issue & email.

The invoice gets its number, is locked, and is emailed from your company name (replies go to your company email) to the customer’s billing email with the PDF. If the customer has no billing email, it goes to the contact on the first job. If that person switched invoice emails off in the customer portal, no email goes, and the invoice is in their portal.

Payment terms come from the customer, or 30 days by default.

Approval

Invoice approval is off by default. If your company turns it on in Settings → Finance, invoices over the limit show Submit for approval first, and an approver chooses Approve or Send back.

Need to change it after issuing?

You can’t edit an issued invoice. Raise a credit note instead.