Invoices3 min
Send invoice email, understand draft lock behavior, and resend safely.
Step 1
Open invoice detail
Open the invoice from the invoice list.
Step 2
Send invoice
Use Send action. After send, editing is restricted by lifecycle rules.
Step 3
Use resend when needed
Use Resend if customer asks for another copy without changing amounts.
Related tutorials
How to Generate an Invoice
Create a GST-ready invoice from customer and product line items with correct totals.
How to Send Payment Reminders
Invoism emails customers about unpaid invoices on a schedule you choose, and you can send a reminder yourself from the invoice or from Overdue invoices.
Cancel an Invoice
Cancel draft, sent, overdue, or partially paid invoices while keeping payment and refund history linked.