Trigger Event: When an invoice is issued/published from Draft status Recipient: Customer email address configured on the invoice Automatic Sending: Sent automatically when invoice status changes to active (Unpaid/Pro-forma) Manual Resend: Can be manually resent from the Invoice Dashboard using the SEND button Custom subject line (as configured on this page) Custom message body (as configured on this page) Invoice details (number, date, amount, due date) Customer information (name, email) Company information (name, address, email) Links to view invoice and make payment Professional HTML formatting Preview Button: View how the email will appear before saving Test Email: Send a sample email to yourself to verify formatting Placeholder Substitution: Preview shows example data for placeholders