Messages and reminders

How to confirm invoice, receipt, and refund messages

Use communication history to confirm delivery and avoid sending the same financial message twice.

Step by step

1
Open the client Communications tab or the invoice delivery history.
2
Confirm whether the invoice or receipt message already shows as sent.
3
For a refund, confirm the refund succeeded before expecting its confirmation message.
4
Resend only when the delivery state and client email address have been checked.

What should happen

The client receives the intended financial message once and staff can see its delivery history.