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Send an invoice

Send an invoice emails a finalized invoice to the customer. Use it after finalizing an invoice to automatically deliver it without manual intervention.

How it works​

  1. The automation reaches the Send an invoice step with an invoice in scope
  2. The step sends the invoice to the customer via email
  3. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Sales, select Send an invoice
  3. Configure the invoice selection as prompted

Outputs​

This action produces no outputs available to downstream steps.