Biller Genie sends invoices automatically through Invoice Messenger when an invoice first syncs in and through Reminders on the cadence you've configured. But sometimes you want to send an invoice on demand — a customer asks for a copy, a reminder didn't reach them, or you want to test what an invoice looks like before a big batch goes out. The manual Send Invoice action covers those cases.
When to use a manual send
- Customer requests a copy. "Can you resend last month's invoice?" — fire a manual send.
- Verify what an invoice looks like. Send a draft to yourself or to a test address before a customer sees the final.
- One-off communication to a specific customer. Without changing the global Reminders cadence for everyone else.
- Replace a bounced email. If the original Invoice Messenger send bounced, you can correct the email address and trigger a fresh send.
How to send an invoice manually
- Open the invoice in Biller Genie. You can find it via the invoices list (Invoices tab), by searching the customer name, or directly via the invoice number.
- Click Send Invoice at the top of the invoice page.
- Choose the recipients. The default is the customer's billing email; you can edit it for this one send (without changing the email on the customer record), add CC addresses, or send to yourself for verification.
- Choose the delivery channel — Email, Paper Mail (if you have the Paper Mail add-on), or both.
- Optionally customize the subject and body of the email for this specific send.
- Click Send. Biller Genie records the manual send in the invoice's activity history.
What gets sent
A manual send delivers the same invoice email your customer would receive through Invoice Messenger — same template, same branding, same one-click portal access link. The PDF attachment is the latest version of the invoice (so if the invoice has been updated since the original send, the manual send reflects those updates).
Bounced emails — how to find and fix them
If an invoice email bounces, Biller Genie surfaces it in two places:
- On the invoice itself — the activity history shows a bounce record with the underlying SMTP error.
- In your email bounces report — under Reports > Email Bounces, you'll see every recent bounce across all invoices.
To fix a bounce: open the customer record, correct the email address, then return to the invoice and click Send Invoice to fire a fresh send to the corrected address.
Sending to multiple invoices at once (bulk send)
When you need to manually send a group of invoices in one action — for example, sending month-end invoices to a list of customers, or resending a batch after a delivery problem — use the bulk send action from the Invoices list view:
- In the Biller Genie portal, navigate to Invoices.
- Search by keyword or use filters (customer type, date range, status) to narrow the list to the invoices you want to send.
- Once the filtered list is what you want, click Send Invoices at the top of the list.
- In the send dialog, customize the email subject and body — any changes apply to every invoice in the batch, not per-customer. Merge tags work as they do for individual sends, so each customer still gets a personalized message.
- Click Send. Biller Genie queues a manual send for each invoice in the filtered list, sequentially.
Repeat with different filters if you have multiple batches to send (e.g. once for Net 30 customers, once for Net 60).
Frequently asked questions
Will a manual send trigger reminders to start over?
No. Manual sends are separate from the Reminders cadence. The Reminders schedule keeps running based on the invoice's due date — sending a manual copy doesn't reset that schedule. The customer will still receive Reminders on the cadence you've configured.
Does a manual send go through QuickBooks?
No. Biller Genie sends the email directly from its own mail infrastructure. QuickBooks Online and QuickBooks Desktop don't get involved — that's intentional, so manual sends don't cause duplicate-email problems with QBO's "Save and send" or QBD email features.
Can the customer reply to a manual send?
Yes — replies go to your business's reply-to address (or your custom email domain if configured). The customer can reply directly to the manual send the same way they would to a regular Invoice Messenger email.
Why don't I see Send Invoice on a paid invoice?
Once an invoice is paid, the Send Invoice action is replaced with Send Receipt. The customer no longer needs an invoice — they need a receipt for the payment they made. Click Send Receipt to email them the payment receipt.