Send an invoice and find the email on its timeline.
Before you start
- Sign in as
- Sales, accounting, or owner
- Client
- An existing client with an email, or a partner set to receive invoices
Run the scenario
- 1SalesSettleWise · Invoices
Create a new invoice with Create and send invoice, or open a created one and click Resend Invoice.
Expected evidence
The timeline shows Invoice sent to with the recipient's email.
Scenario completed
Ask sent to recipient
- Responsibility
- Lodge holds the bill→Client asked to pay
If it does not match
- If sending is blocked, the client has no email and no partner or parent recipient.
- If there are no pay buttons, Stripe is not connected or the plan does not include online payments.