An invoice must be approved before it can be sent to a user. To Approve an invoice:
Find your invoices
In the Actions column, click Ready to Approve (if the invoice is in Draft status). You will see the following alert:
Click Approve in the Actions column
Click Approve again on the popup dialogue
The invoice's status changes from Awaiting approval to Approved.
The invoice is now ready to be sent.
Send an Invoice
NOTE: Note available for BidJS customers.
The invoice must be Approved to be sent to a user
Once approved, click Send to Buyer in the Actions column to send an email to the user
This email contains a link to login to the My Invoices section of the public site
The invoice itself is made visible on the My Invoices section for that user
A tick box will appear in the Sent column for the respective invoice
If the invoice has already been sent to the user, the button is updated to say Re-Send to Buyer. This will send the user the email containing the link again.
You can also see if your user has viewed the invoice by looking at the Viewed column.
Send an Invoice (BidJS Customers)
Click View to open the invoice
Click Print
Select Save as PDF
Send the PDF invoice to a user via email (separate to the Bidlogix software).