Sending invoices & reminders
An invoice becomes "issued" when you send it. From the invoice editor, press Send invoice and choose a delivery method:
| Method | What happens |
|---|---|
| By email | Sends the invoice PDF using the invoice e-mail template. |
| SMS | Sends a payment link by text message. |
| Sends the invoice/message via WhatsApp. | |
| e-invoice | Generates and transmits a Finvoice XML e-invoice to the customer's bank. |
| Download and send | Downloads the PDF so you can deliver it yourself. |
| Print and send | Prints the PDF for postal mailing. |
| To Intrum Finance | Forwards the invoice to the Intrum financing service (if configured). |
Each send is written to the invoice's Sent log (date + method), and the list page's Sent column fills in.
E-invoices
Sending an e-invoice requires your Business ID to be set on the sender information. After sending, the bank can still reject the invoice (wrong identifier, invalid XML, …). A red E-invoice rejected badge then appears on the invoice with the rejection reason; track and resolve rejections in Reports › Invoice reports › Rejected e-invoices (status new → acknowledged → resolved), fix the cause and resend.
Payment reminders
When an invoice is overdue, press Send payment reminder:
- toggles let you add reminder fees and add interest fees to the reminder, and
- you can also hand the invoice to Intrum Oy debt collection from the same dialog (this sets the invoice's Collections status).
Reminder sends are logged like normal sends (the list's Reminder column).
Message templates
The texts used for e-mail and SMS sends come from the message templates under Setup › Message templates — see Message templates. You can edit the invoice, reminder, payment-received (and other) templates per language there.