Send an invoice and record a payment

Issue an invoice when it is ready, send it through the available delivery action, and record payment against the invoice.

Last updated 21 Oct 2026

Issuing and sending an invoice are separate from recording the payment received from the customer.

Before you start

Review the invoice customer, items, total and due date before it is issued.

Steps

Open Invoices and select the invoice.
Use Issue Invoice when the invoice is ready to leave draft status.
Use Send Invoice to deliver the invoice through the configured customer communication workflow.
When payment is received, use Record payment and save the amount and payment details.

What happens next

The invoice status and outstanding balance reflect the recorded payment activity.

Check each separate action

Issue changes the invoice from draft, Send Invoice delivers it through the available workflow, and Record payment updates the payment record. Check the remaining balance after recording a partial payment.

Troubleshooting

If delivery or payment does not look right, review the invoice status, recipient, payment entry and any integration status before retrying an action.

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Send an invoice and check delivery

Issue an invoice, confirm its recipient and use the available delivery status before following up with the customer.

Record a payment and review overdue invoices

Record money received against the correct invoice and use its remaining balance and due date for follow-up.

Understand invoice statuses and balances

Distinguish drafting, issuing, sending, payment and void actions when reviewing an invoice.