Send the documents your client needs now, with the correct access and a clear next step.
Steps
Open the invoice and review the included proposal, contract and payment options.
Use Show Invoice, Show Contract and Show Payments where offered to choose the client experience.
Check the recipients and whether each person may view, pay or sign.
Preview the document and publish it when required.
Use Send to Client, choose an available email or SMS option, review the message and confirm the send.
Before you send
This sends a real client notification. SMS availability depends on your account and recipient settings. Document access and message delivery are separate: verify the published/access settings rather than assuming a send automatically completes every requirement.
Several documents on an event
Check the document name before sending. One event can have several invoices or agreements, each with its own recipients, signature requirements and payments.