Invoices and receivables

Use catalog or custom lines in an estimate

Review the exact customer terms copied into the proposal.

Updated 2026-11-11

Review tax and rounding on an estimate

Check the explicit tax amount and line calculations before terms are frozen.

Updated 2026-11-11

Approve estimate terms without recording customer acceptance

Separate internal confirmation of the offer from evidence that the customer agreed.

Updated 2026-11-11

Record customer acceptance evidence for an estimate

Choose a retained document that confirms the exact approved proposal.

Updated 2026-11-11

Convert an accepted estimate into one invoice draft

Copy the retained terms and inspect the unissued invoice before posting.

Updated 2026-11-11

Distinguish an issued invoice from a sent or paid invoice

Check accounting creation, delivery and settlement as separate events.

Updated 2026-11-11

Save invoice changes before preparing issuance

Review the saved document revision rather than unsaved form values.

Updated 2026-11-11

Resolve Institution Books setup before issuing an invoice

Confirm current source authority and accounting permissions for document creation.

Updated 2026-11-11

Use the invoice issuance path allowed by your access

Review direct, policy-based or accountant approval controls for the current document.

Updated 2026-11-11

Withdraw a submitted invoice to edit its draft

Return a frozen preparation request to editing through its own workflow.

Updated 2026-11-11

Respond when an invoice is returned for correction

Use the review reason to update the existing document before issuance.

Updated 2026-11-11

Review an effective void date for an invoice

Use the supported void workflow and preserve the original document history.

Updated 2026-11-11

Prepare the current invoice PDF

Review the issuer and document revision before creating the customer artifact.

Updated 2026-11-11

Review the issuer profile on an older invoice PDF

Confirm company details when the document has no frozen issuer profile yet.

Updated 2026-11-11

Preview or download a saved invoice PDF

Open the verified artifact using current company access.

Updated 2026-11-11

Refresh a PDF after the invoice revision changes

Reopen the document before using an artifact tied to older evidence.

Updated 2026-11-11

Check the requirements for emailing an invoice

Confirm an issued outstanding invoice, current PDF and reviewed recipient.

Updated 2026-11-11

Review invoice email recipients and CC addresses

Confirm the customer and any additional recipients before sending financial information.

Updated 2026-11-11

Send an invoice email and check its queued state

Follow delivery history after the message is accepted for sending.

Updated 2026-11-11

Schedule one invoice email for a future time

Review the local time and UTC instant before confirming a one-time send.

Updated 2026-11-11

Send a payment reminder for an outstanding invoice

Choose the reminder email type and review the current unpaid document.

Updated 2026-11-11

Cancel a pending invoice email

Stop an eligible queued or scheduled send through its recorded delivery action.

Updated 2026-11-11

Retry an invoice email with an unconfirmed outcome

Keep the original reviewed details while resolving a potentially completed send.

Updated 2026-11-11

Review a bounced or suppressed invoice recipient

Resolve the address and delivery state before attempting another message.

Updated 2026-11-11

Keep private invoice attachments out of customer delivery

Understand which artifact Email invoice actually sends.

Updated 2026-11-11

Investigate a scheduled invoice email that stopped

Check changes to the invoice, artifact, session and access before scheduling again.

Updated 2026-11-11

Create a recurring invoice schedule from a saved draft

Freeze reviewed terms for future unissued documents.

Updated 2026-11-11

Set the cadence and due dates for recurring invoices

Review the interval, first occurrence and calendar-day payment deadline.

Updated 2026-11-11

Confirm the reporting timezone for recurring invoices

Complete company settings before creating or restarting a schedule.

Updated 2026-11-11

Review and activate a recurring invoice calendar

Confirm the next occurrences before allowing draft creation.

Updated 2026-11-11