Email centre
Send a one-off invoice email
Compose, preview and confirm a message when you need it.
- Open Email centre → Compose & history, or the invoice's send-email action.
- Select the invoice and a connected mailbox.
- Choose Write a message or a published saved template. Optionally use the small AI helper for manual wording.
- Choose a design: Personal, Branded or Minimal. Add available invoice PDFs if needed.
- Preview the complete message, including the saved recipient, current balance and signature.
- Confirm sending only when everything is correct.
Changing content or presentation requires a fresh preview. Do not repeat the business signature in your message if the preview already adds it. Saved templates can control optional automatic additions; check the final preview.
Which invoices can be emailed?
Active open or partially paid invoices may be emailed manually, subject to recipient and access checks. Holds or disputes show a warning for manual email; they still block automatic collection. Archived or closed invoices are blocked.
Already using a sequence?
A one-off email does not cancel, advance or pause sequence steps. Review the overlap warning and pause the sequence separately if appropriate.
After confirmation, check Sending history. Queued does not mean delivered.