An invoice must be approved before it can be sent to a user. To Approve an invoice:

  • Find your invoices
  • In the Actions column, click Ready to Approve (if the invoice is in Draft status). You will see the following alert:


  • Click Approve  in the Actions column


  • Click Approve again on the popup dialogue


  • The invoice's status changes from Awaiting approval to Approved. 
  • The invoice is now ready to be sent. 


Send an Invoice

NOTE: Note available for BidJS customers.

  • The invoice must be Approved to be sent to a user
  • Once approved, click Send to Buyer in the Actions column to send an email to the user
  • This email contains a link to login to the My Invoices section of the public site
  • The invoice itself is made visible on the My Invoices section for that user 
  • A tick box will appear in the Sent column for the respective invoice

  •  If the invoice has already been sent to the user, the button is updated to say Re-Send to Buyer. This will send the user the email containing the link again. 
  • You can also see if your user has viewed the invoice by looking at the Viewed column. 

Send an Invoice (BidJS Customers) 

  • Click View to open the invoice
  • Click Print
  • Select Save as PDF 
  • Send the PDF invoice to a user via email (separate to the Bidlogix software).