Creating an invoice and delivering it

Open Sales then Invoices. An invoice is created from a quote that is neither already converted nor rejected, or directly.

In a conversation, MAYA does NOT create an invoice on a mere intention: the invoice is created when the customer asks to pay. Without this rule, your database would fill up with amounts to collect that nobody owes. Subscriptions, for their part, are billed at their due date (see the article about subscriptions).

Creating an invoice does not DELIVER it to the customer. Two different facts live on the record: the sent date says it went out, the status says where the PAYMENT stands. Confusing them makes invoices invisible to collection.

Sending goes over a single messaging channel, plus email when it exists, and it states the BALANCE, never the total.

Automatic sending is set on the Invoice transmission screen. It is off by default, and the screen shows how many invoices would go out if you turned it on.