How to Send an Invoice
Sending an invoice makes it available to your client through the Client Portal and updates its status to "Sent".
Step 1: Open the Invoice
Navigate to Invoices and click on the invoice you want to send.
Step 2: Click "Send" or "Share via Portal"
On the invoice detail page, click the "Send" button. This shares the invoice through the client's portal link.
What Happens
- The invoice status changes to "Sent".
- The client can view the full invoice in their portal.
- The client can mark it as paid from their portal.
⚠️ Important:
Make sure the client has portal access before sending. You can send them a portal link if they don't have one yet.
💡 Tip:
You can also download the invoice as a PDF and send it manually via email. See How to Generate Invoice PDF.