Preview, issue, and send invoices

The preview is your final check before the invoice is issued. Review the client, items, quantities, discounts, tax, total, payment details, note, and terms. Check any payment or client credit already included and the balance still due.

Resolve validation messages before continuing. If the app asks you to acknowledge a finding, read it and check the document rather than assuming the preview has approved every detail.

Save a draft or issue

• Save Draft keeps the invoice for later without issuing or sending it.
• With Send Email off, slide Issue Invoice to finalise it without an email.
• With Send Email on, tap Review Email, check the recipient and message, and confirm the send action. This flow issues the invoice as well as sending it.

The final invoice number is assigned at issue. Returning to edit before issue gives you another chance to correct the draft; issuing changes it into a billing record.

Send an invoice you issued earlier

For an issued invoice that has not yet been sent, open Actions → Send Invoice. Check the recipient shown on the invoice before reviewing the email.

The send sheet also offers a way to mark the invoice as sent manually. Use this only after delivering it yourself. It records delivery in TREVY without sending another email. The flow still requires a valid recipient email.

Send Invoice is conditional: it is not a general resend button for every invoice status. If it is no longer offered, use Share PDF when you need to provide another copy.

Share or download a PDF

Open the saved invoice's Actions and choose:

• Share PDF to send the document through another app on your phone.
• Download PDF to save or open the document on your device.

Sharing or downloading does not record a payment. Downloading a copy also does not prove it has reached the client. When you deliver an unsent invoice yourself, record that delivery through the manual send flow where available.

If sending does not finish

An invoice can be issued successfully even if a later email step fails. Read the result and open the saved invoice before trying again. Check its number, status, and activity so you do not create a duplicate invoice to solve a delivery problem.

If Send Invoice remains available, check the recipient and retry the delivery from the existing record. For a preview that cannot load, use Retry before confirming anything.

See Payment terms and reminders for follow-up emails after delivery, and Record payments for payment confirmations.