Fix an invoice email that was not sent

An invoice can be saved or posted even if its email fails. “Invoice saved. Email not sent.” means you should find and retry the existing invoice, not create another one. Posting, email delivery, and payment are separate states.

Check before retrying

1. Open Sales & Receivables → Invoices and find the invoice by number and customer.
2. Open it and check its total, posting status, and balance. Review the delivery/activity information and the last attempted send, if shown.
3. Confirm the recipient address with the customer’s record. Check for typos, outdated contacts, or an unintended recipient in the email form.
4. Read any error message. If the failure points to email configuration or service availability, resolve that first; repeated clicks do not fix the cause.

What you see	What it establishes
Draft	The invoice has not been posted. Review the posting effect before using a send action.
Posted / Unpaid	An accounting receivable exists; this is not proof that the customer received an email.
Not sent / Email failed	Delivery did not complete through this workflow. Keep the existing invoice and investigate.
Marked as sent	Someone marked delivery manually. This does not prove Bokeping sent an email.
Email sent	The app recorded a successful send. It does not prove the recipient read it or that their mail system placed it in the inbox.

Resend the existing invoice

Open the invoice’s email/send action, review the recipient, subject, message, and attachments, then send when the content is correct. If the original save succeeded but delivery failed, the retry should use that same invoice number. Confirm the success message and updated delivery information after the attempt.

Before resending a draft, review whether the selected action also posts it. Before resending a paid, credited, or voided invoice, make sure the customer-facing document and message accurately describe its current status.

If the customer still cannot find it

Ask them to check spam, quarantine, and their approved-sender rules using the expected company name and invoice number. Check your recorded recipient and send time before another attempt. If needed, download the correct invoice PDF and deliver it through your approved channel; a manual Mark as sent action records your action, not an email from Bokeping.

For a support request, keep the invoice number, time, error message, and browser details. Redact private invoice content and addresses from public screenshots. Do not paste passwords or email-provider credentials.

Confirm that the books did not duplicate

Search the invoice list for the customer and amount. A retry must not create a second sale or payment. The balance should change only when a separate accounting action occurs, such as a payment or credit. If duplicates already exist, review their posting and settlement history before using the transaction correction guidance.