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How do I send an invoice or payment reminder?

Invoice delivery and reminders are separate from preparing or issuing the document.

Before you start

You need delivery permission and an eligible invoice in the correct workspace.

What to do

  1. Open the invoice and review the current balance, status and delivery history.
  2. Choose the available send or reminder action.
  3. Check the delivery channel, recipients, subject, message and attachments before submitting.
  4. Inspect the saved delivery outcome after confirmation.

What happens next

The record distinguishes queued, accepted, failed or uncertain delivery outcomes.

If something goes wrong

Mail-server acceptance is not proof that the recipient read the message. Reconcile an uncertain send before retrying so the recipient does not receive duplicate reminders.

Related guides

Midas

How do I prepare an estimate or delivery note and turn it into an invoice?

Estimates and delivery notes are separate documents. Creating an invoice from one produces an editable draft that must be approved and sent separately.

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How do I create, review or pause recurring invoices?

A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.

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How do I import a bank statement and match a received payment?

Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.