Resending an invoice
Disclaimer
Disclaimer
The information and data presented in this demonstration are for illustrative purposes only and do not represent actual customer details or live information. All names, values, and details are fictional and used solely to showcase functionality or features. Any resemblance to real persons, living or deceased, or actual events is purely coincidental.
To resend an invoice, navigate to the invoice list and click on the menu icon within the 'Actions' column. Select 'Email'.
You can also do this within the invoice details page by clicking on the Actions button and selecting 'Resend Invoice'.
You can change the email recipient to a different email address or add a cc email.
Click on the Resend button at the top right corner of the page once you are ready to send it.
Resending an invoice as a payment reminder
If you want to resend an invoice with a different message e.g. add payment reminders or a change in payment arrangements, scroll down to the 'Message to customer' field and update the subject line and message to align with your updated communication.
Next, toggle the 'Configure' option if you want to change other settings to the invoice you will be resending. Check the boxes beside each setting that you want to be removed/applied.
Once you've made the necessary changes, click ‘Resend’ to send the invoice with the revised message. This ensures your customer receives the most up-to-date information regarding their payment.