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Property & Compliance Management

Send an invoice email

Select recipients, CC, custom template and attachments.

Reviewed 27 October 2026Merged module 2.1.3
Where to goBroker Portal → Invoices → open invoice → Send

Before you start

These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope.

Follow these steps

  1. Open the linked contract, invoice or payment from its request or CRM register.
  2. Select recipients, CC, custom template and attachments.
  3. The form can include attach_pdf, attach_statement and email_attachments[].
  4. Complete the action once and check the resulting record, balance or delivery event.

Fields, rules and limits

  • The form can include attach_pdf, attach_statement and email_attachments[].

Check it worked

The linked CRM record reflects the intended change and financial totals reconcile.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The form can include attach_pdf, attach_statement and email_attachments[].

Why is the record or action unavailable?

These are CRM contract, invoice and payment records. Staff need the relevant CRM permission; broker actions remain limited to their allowed customer and record scope. Check the current company and record relationship before requesting additional access.