How do I know if I've sent an invoice or quote to my customer?


Checking if an invoice or quote has been sent is easy, you can quickly check the status. If they have the status 'Raised' it means you haven't sent it!

Learn more about document statuses.


In the following video the user goes to the invoice section, changes the filter to search of for invoices that have a status of 'Raised' then sends it via email and text message to a customer. The user then goes back to the invoice screen to check the status.

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