Review the recipient and message before choosing immediate or scheduled email.
1. Open the invoice
Go to Invoicing → Invoices and open the intended document. Confirm its customer and current status.
2. Save and preview
Save the draft and review its customer copy. Open Actions → Send when the document is ready.
3. Check the email
Review To, Cc, and Bcc, subject, message, and attachments. Confirm the customer link and recipient are correct.
4. Choose the delivery
Use Send for immediate delivery, or the offered Send Later schedule and review its exact date, time window, and timezone.
5. Check the result
Read the actual result and the document’s History or Scheduled badge. Queued means the email is waiting for processing; it is not proof the recipient received it.