Before you start
You need delivery permission and an eligible invoice in the correct workspace.
What to do
- Open the invoice and review the current balance, status and delivery history.
- Choose the available send or reminder action.
- Check the delivery channel, recipients, subject, message and attachments before submitting.
- 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.
