Send an invoice to a customer | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/send-an-invoice-to-a-customer
Publisher: Pixie Technologies LLC

How-to guide
Send an invoice to a customer

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Deliver the client portal link and PDF using the invoice email template.

Audience: Finance staff; Feature: Invoice; Permission-aware; 

Where to goInvoice (https://pixiecrm.com/help-centre/topic/invoice) → Send to Email (https://pixiecrm.com/help-centre/topic/email)

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Deliver the client portal (https://pixiecrm.com/help-centre/topic/client-portal) link and PDF using the invoice (https://pixiecrm.com/help-centre/topic/invoice) email template (https://pixiecrm.com/help-centre/topic/email). Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Start from Invoice (https://pixiecrm.com/help-centre/topic/invoice) → Send to Email (https://pixiecrm.com/help-centre/topic/email) and open the relevant record or view.

- Verify that the record is in the correct status and that you have permission to perform the action.

- Check the related customer (https://pixiecrm.com/help-centre/topic/customer), dates, amounts, recipients and attachments before continuing.

- Select the action described by “Send an invoice (https://pixiecrm.com/help-centre/topic/invoice) to a customer (https://pixiecrm.com/help-centre/topic/customer)” and complete the displayed options.

- Preview client (https://pixiecrm.com/help-centre/topic/customer)-facing content or the resulting document where Pixie CRM provides a preview.

- Verify the action and wait for the success message before leaving the page.

- Check (https://pixiecrm.com/help-centre/topic/check) the activity timeline, status, email (https://pixiecrm.com/help-centre/topic/email) queue, gateway or generated record to verify the outcome.

Settings to check

Customer (https://pixiecrm.com/help-centre/topic/customer) and billing addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Invoice (https://pixiecrm.com/help-centre/topic/invoice) number and datesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Currency (https://pixiecrm.com/help-centre/topic/currency) and payment (https://pixiecrm.com/help-centre/topic/payment) termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Line items, quantity and rateCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Taxes (https://pixiecrm.com/help-centre/topic/tax), discount and adjustmentCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Client (https://pixiecrm.com/help-centre/topic/customer) note and termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Confirm the customer (https://pixiecrm.com/help-centre/topic/customer) and currency (https://pixiecrm.com/help-centre/topic/currency) before adding items.

- Review totals and tax (https://pixiecrm.com/help-centre/topic/tax) treatment before sending.

- Do not edit a paid invoice (https://pixiecrm.com/help-centre/topic/invoice) without following the organisation’s accounting procedure.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:invoice (https://pixiecrm.com/help-centre/topic/invoice)payment (https://pixiecrm.com/help-centre/topic/payment)credit note (https://pixiecrm.com/help-centre/topic/credit-note)check (https://pixiecrm.com/help-centre/topic/check)tax (https://pixiecrm.com/help-centre/topic/tax)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)client portal (https://pixiecrm.com/help-centre/topic/client-portal)reminders (https://pixiecrm.com/help-centre/topic/reminder)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Create and edit a recurring invoice (https://pixiecrm.com/help-centre/create-and-edit-a-recurring-invoice)Send and manage an estimate (https://pixiecrm.com/help-centre/send-and-manage-an-estimate)Send a proposal by email (https://pixiecrm.com/help-centre/send-a-proposal-by-email)Record an invoice payment (https://pixiecrm.com/help-centre/record-an-invoice-payment)Send a subscription link by email (https://pixiecrm.com/help-centre/send-a-subscription-link-by-email)