Resend invoice

Resending an invoice allows you to send a copy of an existing invoice to a customer again.

This is useful when a customer has not received their invoice, has misplaced it, or requires another copy for their records. It can also be used as part of a payment follow-up to prompt action on outstanding balances. Resending ensures the customer has the correct and most up-to-date invoice details, helping avoid delays in payment .

 Resending an invoice in Utilmate provides a quick way to reissue billing information without needing to regenerate or recreate the invoice.

Click on the Accounts Receivable menu, then Transaction List and select Resend Invoice in the Invoice Actions drop-down menu.

You can then select the invoice(s) and the delivery method from the dropdown boxes.

Email delivery method

If you select EMAIL as the delivery method, you can select the email address as recorded in Utilmate, or you enter a new email address.  The email will be queued in your New and Undelivered Email Messages screen.

Post delivery method

If you select POST as the delivery method, cover letters will be generated and queued in your New and Undelivered Posted Mail screen.