Email invoice requires an issued invoice with an outstanding balance, a reviewed customer email and current accounting access. The current invoice PDF also needs to be prepared. Read the delivery notice when the send controls are unavailable.
Open the issued document and review Document PDF first. Confirm the saved artifact and then inspect the delivery panel's customer recipient and outstanding amount. A bounced or suppressed recipient requires additional review before another send can proceed.
Choose the email type and delivery time, review any CC addresses and confirm the exact invoice revision. A draft save or issuance action alone does not satisfy this separate delivery review.
If an invoice has already been settled or its source changed, refresh delivery history before trying again. The workflow should not be used to send a stale payment request simply because an old PDF remains available. After queuing the message, follow the provider response in Delivery history rather than reporting it as delivered immediately.
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