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Sending an invoice changes it from an internal draft into customer-facing billing work. Review the invoice and portal behavior first, then send it from Money.
What this guide helps you do
- Send a draft invoice from Money.
- Understand when the customer portal link can be copied or opened.
- Use AI to prepare review notes without sending automatically.
Before you start
- The invoice should be a draft or otherwise eligible to send.
- Customer email, amount, due date, line items, and memo should already be reviewed.
- Know whether a teammate or manager must approve before sending.
Do it manually
- Open Money and choose Get Paid.
- Filter to Invoices and open the invoice drawer.
- Review the full invoice details and customer-facing fields.
- Click Send when the invoice is ready.
- Refresh or reopen the drawer to confirm the status changed.
- Copy or open the customer portal link after the invoice is sent.
Ask Faster AI
- Review this invoice for missing customer-facing details and tell me whether it is ready to send.
- Prepare a short invoice send note for this customer, but do not send until I confirm.
- Find draft invoices over $1,000 that are missing due dates or customer emails.
Review before saving, sending, paying, or refunding
- Confirm the invoice is meant for this customer and this billing period.
- Do not share a portal link for an unsent invoice.
- Check whether the invoice should be sent now or scheduled through a separate follow-up workflow.
Common issues and fixes
- If Send is disabled, check invoice status and required fields.
- If the portal link is unavailable, send the invoice and refresh.
- If the customer reports the wrong amount, review whether to revise, credit, void, or issue a new invoice based on your business policy.
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- Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.