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 comes from your connected mailbox — Outlook or Gmail, whichever you chose under Send invoice emails from on the Integrations page.
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, and which mailbox it came from.
If it can't send
Gary needs both Xero (for the invoice link) and a connected mailbox. If either is missing, he leaves you a follow-up task to send it by hand rather than failing silently.
Every resend is recorded in the audit log, with the address it went to.