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How to create and not send an invoice
How to create and not send an invoice

For when you want time to review the details

Omri Mor avatar
Written by Omri Mor
Updated over a week ago

If you want to create an invoice but not yet send it to your customer, Routable gives you that option.

Start off as you normally would by creating a new request through the sidebar on the dashboard.

Enter in the name of an existing customer and select the contact you'd like to receive this invoice notification.

You can also create a new customer here by typing a name. The system will prompt you to also add a company contact's email and name. 

Enter in your payment information as you normally would. When you reach the "Request details" section, make sure to uncheck the "Send on a specific date" toggle. This will leave your invoice in a "Ready to send" state.

Once you've created and confirmed the payment, you'll see your confirmation screen.

Note on the invoice details page that the status is in a light blue "Ready to send" state. When you're ready to send that invoice to your customer, select "Send invoice".

Confirm the bank account you'd like to receive funds to and the date you'd like this invoice to be sent on. You can send it on the same day, or schedule it for a day of your choice in the future. 

Once you select "Send invoice", your invoice will process normally, notifying your contact per usual. 

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