1. Cancel and close the send form.
2. Send to: This shows the step to which the invoice will be sent.
3. Click Change > to change the selected step. Read more about available destinations below. 
   Ifis displayed instead, this means the invoice can only be sent to the selected step.
4. Search among available recipients.
5. Selected recipients are displayed here.
6. List of selectable recipients; filter the list using the search field above. Check the users you want to send to.
7. Open the form to write a message. Read more about messages below.
8. Additional actions such as copy recipients, flow templates, and “Await Credit.” Read more about additional actions below.
9. Once you’ve made all your selections, click Send. If the “Send” button is grayed out, a required field is missing, and a message explaining this will appear above the button.

Avaliable destinations

When you click Change >, a list opens showing the destinations to which you can send the invoice.

Under Invalid Destinations, you'll see the destinations to which you currently cannot send the invoice, along with an explanation of why it's not possible.

Message

Steps with a recipient list: Tap the message icon at the bottom of the form.

Write a message and click Done.

If a message already exists, the icon is blue.

Additional actions

Click at the bottom of the form to make additional selections.

You can add a Copy Recipient and a Workflow Template by clicking > at the far right of the respective row. If an option was selected in a previous step and cannot be changed, it will be marked with a padlock.

If you are awaiting a credit memo for this invoice, select the option The invoice must be credited; the invoice will then be moved to the Await Credit queue once it has been processed.