Send an Invoice
Send a created invoice to the client and track its status through to paid.
#Purpose
Deliver the bill and follow it to payment.
#Business goal
Faster payment and clear visibility of what is outstanding.
#At a glance
| Detail | Value |
|---|---|
| Estimated time | 5 minutes |
| Departments involved | Finance |
| Business modules used | Finance, Client Portal |
| AI departments used | — |
| Required permissions | Finance access |
| Prerequisites | A created invoice and a correct client email. |
#Workflow at a glance
1
Open invoice
The draft.
2
Send
To the client.
3
Client views/pays
Via the portal.
4
Track status
Sent → paid.
#Step by step
1
Open the invoice
Go to the invoice you created.
2
Send it
Deliver it to the client; its status moves to sent.
3
Client can pay via the portal
Clients can view and pay invoices from the client portal.
4
Track its status
Watch it move from sent to paid, or overdue if late.
#Approval points
No formal approval gate
This workflow does not require a sign-off step, but you can still review before acting.
#Expected result
What you should see
The client receives the invoice and can pay it; its status reflects sent, paid, or overdue.
#Common mistakes
- Sending to an outdated client email.
- Not following up on overdue invoices.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The client did not receive it | Confirm the client email and that workspace email delivery works; then resend. |
| Status is not updating | Refresh the invoice; sending and payment are recorded on it. |
#FAQ
Can clients pay online?
Clients can pay invoices from the client portal.
#Keep exploring
#Related workflows
#Knowledge base
#Business modules
Finance Module
Invoices.
Getting Started
Set up your workspace.
Platform Overview
How the OS fits together.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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