Send Invoices

You can send invoices directly from Rillet to your customers. Invoices that are due today or earlier and have not been sent yet are collected under Workflow Snapshot > Invoices to be sent. Once sent, the invoice status changes from Unbilled to Unpaid until payment is received.

Follow these steps to send an invoice through the platform:

1. Go to Invoices to be sent to view all unsent invoices.

   
2. Find the invoice you want to send and click the three-dot menu in the far-right column.

3. Select Send.

   
4. Review or add recipient emails:

   • To: main recipient.

   • CC: recipients copied on the email.

   • BCC: recipients copied without visibility to others.

5. Choose one of the following:

   • Send me a preview: receive a test email.

   • Yes, confirm: send the invoice to the customer.

   

Mark an Invoice as Sent Manually

If you need to mark an invoice as sent without emailing it, you can do it manually. This is typically used when invoices are delivered outside of Rillet.

To mark an invoice as sent manually:

1. Go to Invoices to be sent.

   
2. Find the invoice you want to mark as sent and click the three-dot icon.

3. Select Mark as Sent.

   

Invoices marked as sent manually will not be eligible for autopayment, and reminders will not be sent.

Note: Ensure the customer has at least one contact email before sending an invoice. To add a contact, go to the customer’s profile overview.

See also

For related invoicing actions, see the following articles:

• Create a New Invoice

• Custom Email for Invoicing

• Turn Off Automatic Reminders