Open a revenue invoice and click Send invoice. Tick one or more delivery methods and click Send.
Sending records the invoice in your books first, so the customer receives the final PDF with its final number. If the invoice cannot be recorded yet, nothing is sent and Financica tells you what to fix.
Delivery methods
- Send by email -- Emails the invoice PDF to the customer's email address.
- Send via Peppol -- Sends a structured e-invoice to the customer's accounting software. Available when the customer is registered on Peppol; see Electronic invoicing.
You can tick both. If you delivered the invoice yourself, tick neither: the button becomes Mark as sent.
Copying others on the email
Click Add CC under Send by email and enter the addresses, separated by commas. They receive the same email and PDF as the customer.
Note: CC is not available on Stripe invoices, because Stripe sends their email. See Stripe invoices.
Resending an invoice
Once an invoice is sent, the button becomes Resend invoice. It works the same way, CC included.
Stripe invoices
An invoice synced from Stripe is always sent by Stripe, which emails the customer with its payment link. Peppol is not offered for it. See Invoicing from Stripe.