Send a polished invoice by email, schedule it for later, or mark it as sent when delivery happens outside Moxie. After an invoice leaves draft, its detail page becomes the source of truth for status, payments, sharing, and activity.

Open your invoices

The invoice PDF is attached automatically. Closing the send dialog without sending returns the invoice to draft.

The share experience combines recipients, a professional message, the invoice attachment, and immediate or scheduled delivery.

For a draft delivered outside Moxie, open Invoice actions and choose Mark as sent. This finalizes the invoice number and dates and makes the invoice payable without sending an email.

The invoice detail page shows its current status, amount due, payments, key dates, and activity. Depending on the invoice state, you can:

When the client has an available deposit balance, open the invoice's … actions menu and select Apply deposit. You can do this from the invoice list or invoice detail. Enter an amount up to the smaller of the available deposit and invoice balance. Moxie updates the amount due while keeping the sent invoice's line items and terms locked. If deposit credit was already applied, use Manage deposit to adjust or remove it.

The sent invoice becomes a read-focused financial record with actions for payment, sharing, and follow-up.

Delete is available for drafts from Invoice actions. Sent and paid invoices are financial history and use status-specific management options instead of the draft deletion flow.

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