Create and send a customer invoice

1. In Get paid, press “New invoice”. Choose the customer and add the lines.
2. It starts as a Draft. Press “Finalize invoice” — it gives the invoice its number. After that its lines and amounts can't be edited, only voided or credited.
3. Finalizing does not send it. Use “Send it to your customer” to email it from CompliMaint, with an optional note — or “Print or save a PDF” and hand it over, then “Mark as sent”.
4. The invoice's Email history lists each email sent from CompliMaint: to whom, when, and whether sending failed.

Invoice statuses: Draft, Scheduled, Sent, Viewed, Partially paid, Paid, Overdue, Void.

If the email provider refuses the message, correct the billing email on the customer's record and send it again.