Invoice requests
An invoice request is a way to get a customer's confirmation before sending them a final invoice. Instead of just sending the bill, you send the invoice for review first — the customer can approve or decline it.
This is especially useful when billing amounts may vary or when a customer needs to confirm the order details before payment.
How invoice requests work
- You generate the invoice as usual
- Instead of sending it directly, you send an invoice request by email
- The customer receives the email and reviews the invoice
- They click to approve or decline
- If approved, the invoice becomes final and you can proceed with payment
Viewing invoice requests
Go to Invoice requests in the main menu. You see a list of all pending and processed requests.
| Status | Meaning |
|---|---|
| Pending | Request created but not yet sent |
| Sent | Email sent to customer, awaiting response |
| Approved | Customer has accepted the invoice |
| Declined | Customer has raised an objection |
Sending a request
Open an invoice request and click Send. The customer receives an email with a link to view and respond to the invoice.
If a customer declines
If a customer declines an invoice request, contact them to understand the issue, correct the invoice if needed, and send a new request.