Sending invoices

Decide once who sends your invoices and how, so an approved invoice goes out the same day instead of waiting for somebody to remember it. Everything here is in Settings, Money, under Sending invoices.

Who sends the invoices?#

Choose one admin as the company's sender. Anybody can prepare an invoice and mark it Ready to send, which approves it.

• When the sender marks an invoice ready, a window opens with the email already written.
• When anybody else does, the invoice waits in the sender's Planner.
• A note added when marking it ready is worked into the email.

The Open card above the invoices list counts invoices at each stage, so you can see what is waiting.

How is the email written?#

Choose a standard message, with the client's name, amount and due date filled in. Or let Claude write it in the sender's own voice, learned from emails the sender pastes in or from their sent mail. Claude writes the wording, never the amounts. If Claude cannot be reached, the standard message goes out instead. You can edit either before pressing Send.

Can some invoices send by themselves?#

Yes. Under Clients whose invoices send by themselves, pick the clients you trust to need no final look. Their invoices go out ten minutes after being marked Ready to send. Moving the invoice out of Ready to send before then stops it. These emails carry the link to the invoice and no PDF.

Where do client replies go?#

A reply to an invoice email lands in the invoice's chat, and reaches your invoice email too when one is set in Settings, Company. See Invoicing.