Need to follow up with a customer? Whether you’re giving a gentle nudge to pay or resending something they missed, it only takes a few clicks to keep things moving. This guide will show you how.

Step 1: Locate the document you want to resend

Go to Invoice > Manual Invoices and find the invoice or estimate you'd like to follow up on. Once you find it, click the linked invoice number to open the document summary.

Step 2: Resend or schedule based on document type

Manual Invoices

Click Send Multiple at the bottom of the summary view. You’ll be prompted to choose from the following options:

• All Active – Sends all active invoices linked to that customer
• All Unpaid – Sends all unpaid invoices linked to that customer
• All Partially Paid – Sends all partially paid invoices linked to that customer
• Send This Invoice – Instantly sends the invoice to the customer
• Select Invoice – Choose a specific invoice to send
• Scheduled Email – Set the invoice to send at a specific future date and time

💡 To view scheduled emails, click Schedule on the Invoices page

NOTE: Make sure that Multiple Email Invoice Sending is enabled in your Invoice Settings

Recurring Invoices

Click Edit to open the invoice editor, then adjust the payment schedule as needed. Any changes you make will apply moving forward.

Estimates

Click Edit to return to the estimate editor. From there, you can either:

• Click Send to Email, or
• Click Review and Send Estimate to preview before sending it again