How do I send or resend an invoice?

ForLandlordsProperty managers

Who can do this

Send: Approve & Post Transactions. Resend: Create Transactions.

Where to find it

Accounting → Invoices → the row → ⋮.

Steps

For a draft: ⋮ → Send Invoice.
For a sent, partly paid or overdue invoice: ⋮ → Resend Invoice.

What happens next

"Invoice sent" (badge Sent) or "Invoice resent" / "We emailed it to the customer again." The email includes your notes.

Troubleshooting

"Invoice marked as sent, but not emailed": no customer email on file.
"Invoice not resent" / "We couldn't email this invoice. Check the customer email on file, then try again."

Limits

Kera doesn't let you edit a business invoice's customer or email after it's created. Void it and create a new one.

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