Sending Invoices

#Sending a Single Invoice

1. Open a draft invoice from
2. Click the action button at the top right and choose:
   • Post & send invoice — posts the invoice and opens the email composer
   • Post only — posts the invoice without sending an email

When you choose Post & send invoice, the email composer opens.

#Email Composer Fields

Field	Description
Subject	Pre-filled from the document template's default email subject
Reply-to	Pre-filled from the document template; comma-separated addresses
Recipients	Pre-filled from the customer's email preferences (if configured) or the customer's primary email. Displays as editable pills - you can remove recipients or add new ones by typing and pressing Enter, comma, or space
CC	Pre-filled from the customer's email preferences (if configured). Displays as editable pills - you can remove or add CC addresses
Custom message	Pre-filled from the template's default message; max 750 characters

Note: Customer email preferences (billing recipients and CC addresses) can be configured on the customer record. When set, these values automatically populate the Recipients and CC fields for each invoice or credit you send to that customer.

#E-invoicing Toggle

If your entity is configured for e-invoicing and the customer has the required e-invoice routing (EAS code, e-invoice address, e-invoice network), the composer also exposes an e-invoicing toggle. When enabled, the invoice is submitted to the e-invoicing network alongside the email.

The e-invoice goes through these statuses (shown as a separate badge on the invoice):

• Not submitted
• Processing
• Delivered
• Failed

#Sending Multiple Invoices in Bulk

1. From the Sales invoices list, select multiple draft invoices using the checkboxes
2. The bulk actions menu appears
3. Choose the bulk post-and-send action
4. The bulk dialog opens, letting you post and send all selected invoices in one go

When bulk posting and sending, each invoice is emailed to its customer's primary email address. The subject, reply-to, and CC are taken from the invoice's document template, falling back to the customer's email preferences where the template doesn't define them.

Failures are reported per-invoice — if some invoices fail (for example, missing required fields), the others can still go through.

Note: When bulk re-sending invoices that are already open (for example, payment reminders), Light uses the recipient emails configured in each customer's email preferences if they've been set. If no email preferences are configured for a customer, the system falls back to the customer's primary email address.

#After Sending

Once sent, the invoice transitions to Open. The activity log on the invoice records send events.

#Related Articles

• Invoice generation
• Invoice templates
• Tracking payments