Sending an invoice is the moment your work turns into a payment request. A good send process should be calm, clear, and hard to mess up.
Reinvoice lets you prepare the invoice, save it, review the customer details, and send by email when everything looks right.
Create or open the invoice#
Start from Create Invoice or open an existing invoice from Invoices. Make sure the sender, customer, line items, due date, notes, and total are complete.
Save before sending#
Save the invoice before you send it. Saving gives Reinvoice a stable invoice record to email and gives you one more chance to review the preview.
If the invoice is not ready, keep it as a draft. Drafts are useful when you are waiting on a final amount, customer approval, or internal review.
Review the recipient#
Before clicking send, check the customer email carefully. One wrong character can delay payment or expose invoice details to the wrong person.
Send the email#
Click Send via Email from the invoice header. Review the message and recipient, then send. After the email goes out, use the invoice list and dashboard to track what happens next.
What to do after sending#
Check the invoice status during your regular billing review. If a due date passes, use your normal follow-up process. If the customer pays, make sure the invoice status reflects that payment.
A better sending habit#
Send invoices at the same time each week. A simple routine helps you avoid forgotten drafts and gives customers a predictable billing rhythm.