Sending Invoices

What is this page about: Sending an invoice in Light posts it and delivers it to your customer, either one at a time by email and e-invoicing, or in bulk across many invoices at once. This page explains how to send a single invoice, what the email composer fields do, how the e-invoicing toggle works, how bulk sending works, and what happens after an invoice is sent.

# On this page

• Sending a Single Invoice
• Email Composer Fields
• E-invoicing Toggle
• Sending Multiple Invoices in Bulk
• After Sending
• Frequently Asked Questions
• Related Articles

Light is built to get invoices out the door with as little manual work as possible. It supports sending invoices by email and via e-invoicing in supported countries, so you can match how your customers actually want to receive bills. Invoices can be sent individually or in bulk, depending on how much of your billing you want to move through in one pass.

# Sending a Single Invoice

To send a single invoice in Light, post it and email it to your customer in one step from the invoice itself, with no separate export or email client needed.

1. Open a draft invoice from Sales invoices

2. Click the Post ▾ dropdown at the top right and choose:

   • Post & send invoice: posts the invoice and opens the email composer
   • Post only: posts the invoice without sending an email

When you choose Post & send invoice, the email composer opens.

# Email Composer Fields

Note: Customer email preferences (billing recipients and CC addresses) can be configured on the customer record. When set, these values automatically populate the Send to, CC, Subject, and Reply email fields for each invoice or credit you send to that customer, one of the ways Light cuts down on re-entering the same billing details invoice after invoice. Subject and Custom message use the document template's values instead only if you toggle Use template defaults; Reply email and CC fall back to the template automatically whenever no customer preference is set.

# E-invoicing Toggle

The e-invoicing toggle lets you submit an invoice to your customer's e-invoicing network at the same time you email it, so you don't have to send it through two separate channels.

Once your entity is onboarded for e-invoicing, the composer always shows an e-invoicing toggle. Light surfaces it up front so you don't have to remember which customers require e-invoicing in a given country. The toggle appears disabled with an explanatory message if either your entity's own e-invoicing setup is incomplete, or the customer is missing the required e-invoice routing (EAS code, e-invoice address, e-invoice network), and it isn't hidden in either case. When enabled, the invoice is submitted to the e-invoicing network alongside the email.

The e-invoice goes through these statuses (shown as a separate badge on the invoice):

• Not submitted: no badge is shown
• Processing: shown as "Sent"
• Delivered
• Failed

# Sending Multiple Invoices in Bulk

Bulk sending lets you post and email many draft invoices at once from the Sales invoices list, instead of opening and sending each one individually.

1. From the Sales invoices list, select multiple draft invoices using the checkboxes
2. The bulk actions menu appears
3. Choose the bulk post-and-send action
4. The bulk dialog opens, letting you post and send all selected invoices in one go

This is where Light saves the most time on billing day. A batch that would take an hour of clicking through invoices one by one goes out in a single pass.

When bulk posting and sending, each invoice is emailed to its customer's primary email address. The subject, reply-to, and CC are taken from the invoice's document template, falling back to the customer's email preferences where the template doesn't define them.

Failures are reported per-invoice. If some invoices fail (for example, missing required fields), the others can still go through, so one bad record won't hold up the rest of the batch.

Note: When bulk re-sending invoices that are already open (for example, payment reminders), Light uses the recipient emails configured in each customer's email preferences if they've been set. If no email preferences are configured for a customer, the system falls back to the customer's primary email address.

# After Sending

Once sent, the invoice transitions to Open. The activity log on the invoice records send events, so you always have a clear record of when, and to whom, an invoice went out, without digging through your email.

# Frequently Asked Questions

# Can I post an invoice without sending it?

Yes. Use Post only from the Post dropdown to post the invoice without opening the email composer or sending anything.

# Can I send invoices to more than one recipient?

Yes. The Send to and CC fields in the email composer accept multiple addresses, shown as editable pills you can add to with Enter, comma, semicolon, or space.

# Does Light support e-invoicing?

Yes, in supported countries. Once your entity is onboarded for e-invoicing, the toggle always appears in the email composer. It's just disabled with an explanatory message if either your entity's own setup is incomplete or the customer doesn't have the required e-invoice routing set up.

# Can I send multiple invoices at the same time?

Yes. Select multiple draft invoices from the Sales invoices list and use the bulk post-and-send action to post and email all of them in one action.

# What happens if one invoice fails during a bulk send?

Only that invoice fails. Failures are reported per-invoice, so the rest of the batch still goes through.

# What status does an invoice have after it's sent?

It transitions to Open, and the send event is recorded in the invoice's activity log.

# Related Articles

• Accounts Receivable Overview
• Invoice Generation
• Invoice Templates
• Tracking Payments and Outstanding Balances
• Customer Credits