After you create your Invoice, it will be saved as a draft. To issue the invoice, click the Issue tab, which can be found on the right of the Invoice details page. On the page that follows you will thenbe able to set an issue date, due date and notify your client via email:
Email notifications will only be sent to your client if a person from the Client Company has a Client Company Manager Role (or at least manage_company_details permission set to Yes). Printable PDF version of the invoice will be attached to the message. You will also receive a copy of the same email for reference and to keep track of everything your client receives.
Besides receiving an email notification, users with a Client Company Manager Role, will also see an Important box on their activeCollab dashboard showing that there are one, or more, outstanding invoices. They will also see the Invoice icon on the toolbar and be able to access the Invoice page where they will see all invoices issued to their company.
If you have switched on auto-generate invoice number, activeCollab will automatically generate invoice numbers (based on the pattern you provided previously) whenever an invoice is issued.
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