Receipts, Finalize Without Sending, and Resend

Finalize Without Sending lets you lock in a Draft invoice without emailing it to the customer. From the "..." menu, it moves the invoice out of Draft to Unpaid - or straight to Overdue if it's already past its due date, or to Paid if the total is zero - without any outreach.

You can still send it later. It's handy when you want the invoice on the books now but will deliver it another way. Resend re-sends an invoice the customer has already received. It appears on an Unpaid, Overdue, or Partially Paid invoice (anything still owing a balance), so you can prompt the customer again to pay the remainder.

Resend a receipt from a paid invoice

1. Open the Paid invoice and click Resend Receipt in the top action bar.
2. If the invoice has several successful payments, choose the payment whose receipt you want to send. Each option includes its amount, date, payment method, and a number to distinguish matching payments. A single successful payment is selected automatically.
3. Select the recipients or enter an email address, then click Send.

Receipt actions are available once the invoice is fully paid and has a successful recorded payment, and require the Create Invoice permission. Sending a receipt leaves the invoice paid and does not create another invoice or charge.

Each payment card also keeps its Send Receipt and Download Receipt menu items for that specific payment. Use Download Receipt to download the receipt as a PDF. If delivery succeeds for some recipients and fails for others, only the failed recipients remain selected for retry.

Where to find it: Open a Paid invoice and use Resend Receipt at the top, or the menu on a payment card. Finalize Without Sending and invoice Resend remain in the invoice’s three-dot menu for eligible unpaid invoices.

Related guides

• Send an invoice to a customer
• Why can't I send an invoice?
• Add a line item to an invoice
• Apply a discount to an invoice
• Attach files or reports to an invoice