Sending invoices is crucial to the monthly Bill Run. Members must be notified when new invoices are sent. OfficeRnD provides an option to automate this process by enabling automated invoice sending during the Bill Run.
If you choose to issue invoices manually, you must also send them manually. The automated invoice-sending feature only applies to invoices generated by the automated Bill Run. Additionally, for manual Bill Runs, invoices are not automatically sent—even if the automated sending settings are enabled. These invoices remain in 'Pending' status until they are sent manually, either individually or in bulk, from the invoicing period.
Before you start
Familiarize yourself with how invoicing works. Get started with invoicing →
Set up automated invoice sending
Follow these steps to set up automated invoice sending:
Go to
Settings > Billing > Invoicing.In the We'll generate invoices section, select Automatically.
Click Update.
In the We'll email invoices section, choose one or both of the following options:
Company: Sends all invoices to the email address associated with the respective company.
Billing Person: Sends invoices to the email address of the company's billing person. Assigning a billing person →
You can further customize your settings:
Attach an invoice PDF – Add the invoice as a PDF attachment in the email.
Attach an invoice PDF to each overdue invoice reminder – Send the invoice as a PDF with each overdue invoice reminder. This option is only available if you have selected Automatically in the We'll send overdue reminders section. Set up overdue invoice reminders →
Scroll down and click Update.
Manually created invoices will not be sent out automatically; they must be sent manually.
Purchase flow settings
Invoices can be automatically sent to clients depending on specific system settings:
Automatic invoice sending during online purchases
If the "Send invoice automatically" option is turned off in your Purchase Flow settings, invoices generated from online purchases via Growth Hub will not be sent automatically.
To enable automatic invoice sending during purchases:
Go to Settings > Billing > Purchase Flows and open one of the applicable flows.
Select Generate an invoice for the purchase immediately.
Select Send invoice automatically.
Click Update.
Repeat for any other purchase flow.
Resolving invoice visibility issues
After invoices are generated and sent, they might not appear in the expected locations due to default system filters.
To resolve visibility issues:
Check and adjust the date filters in Billing > Invoices. By default, the system displays only the current month's invoices.
If you expect to see invoices for a future period, change the filter to the next month or the appropriate timeframe. This adjustment will ensure all relevant invoices become visible.
Invoices must be manually sent if they were created during manual Bill Runs or when automatic invoice generation is turned off in your Purchase Flow settings.