SB Assistant
← All updates
New Invoices

Mark an invoice as sent, even when you emailed it yourself

A finalised invoice isn't always sent from inside the app — plenty of teams download the PDF and email it from their own inbox. Until now the app had no way to know that happened, so those invoices stayed stuck reading not yet sent.

The Send control on a finalised invoice now offers two paths:

  • Email to client — send the invoice through the app, as before.
  • Mark as sent — record that you already delivered it yourself. No email goes out; the invoice simply flips to sent to client with today's date.

Reminders now follow real sends

Automatic payment reminders used to chase any overdue invoice, including ones that were only finalised and never actually delivered. They now go only to invoices that were genuinely sent to the client — whether by email through the app or by Mark as sent.

One thing worth checking: if you emailed an older invoice yourself, before this change, the app doesn't know it left the building, so reminders on it are paused. Open that invoice and choose Mark as sent to let reminders resume. Invoices you send through the app are handled automatically.