Resending an invoice

Customers often say they never got the invoice. Gary can resend it, the same way whether he does it on a call or you do it from the app.

What gets sent

Gary emails the customer a link to view and pay the invoice online (the Xero online-invoice link). The email carries your business name and comes from gogary.co.nz. There is nothing to connect and nothing to set up.

The three ways it happens

• On a call: if the customer confirms their email, Gary emails the link while he’s still on the phone and tells them it’s on its way.
• After a call: if an email was confirmed but not sent during the call, Gary sends it straight after.
• From the app: open an invoice and use Resend invoice to email the link to any address. You’ll see whether it sent.

If it can’t send

Gary needs Xero for the invoice link. Without it he leaves you a follow-up task to send the invoice by hand rather than failing silently. An invoice you uploaded yourself has no Xero link, so he attaches the document instead.

Every resend is recorded in the audit log, with the address it went to.