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How to send an invoice to a client

Learn how to send an issued invoice by email in Amenitiz, how to review the invoice recipient’s email address, and where to manage sent invoices.

Updated over 2 weeks ago

Overview

This article explains how to send an issued invoice by email in Amenitiz.
It is useful once an invoice has already been created and issued, and you want to send it to the correct invoice recipient.

Invoices are sent from the Invoices section and can be emailed directly from the platform.


Before you start

  • The invoice must already be issued.

  • You must have access to the Invoices section in the Admin sidebar.


Step-by-step instructions

1. Open the invoices list

  • Go to Invoices → Invoices from the Admin sidebar.

  • This page shows all issued, draft, and cancelled invoices.

2. Locate the invoice

Find the invoice you want to send.

You can use filters or search if needed.

3. Send the invoice by email

Click Send next to the invoice.

A window opens with:

  • The invoice recipient’s email address

  • A pre-filled email subject and message

4. Review or update the email address

Check that the email address is correct.

If needed, you can:

  • Edit the email address

  • Adjust the email message

The invoice will be sent to the invoice recipient, which may be different from the guest.

5. Send the invoice

Click Send to email the invoice.

The invoice PDF is attached automatically.


FAQs

Who receives the invoice email?

The invoice is sent to the email address saved for the invoice recipient. This may be the guest, a company, or another third party.


Can I change the email address before sending the invoice?

Yes. You can edit the email address directly in the sending window before clicking Send.


Can I send an invoice more than once?

Yes. An issued invoice can be sent again at any time from Invoices → Invoices.


Does sending an invoice change the reservation or payments?

No. Sending an invoice does not affect the reservation, charges, or payments.

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