Issuing, downloading and sending it yourself

Issue invoice is the point of no return. Steerd asks you to confirm, because what happens next cannot be undone:

Issuing assigns the next invoice number and locks this document for good. It can only be corrected afterwards, never edited.

What happens at that moment

• The next invoice number is assigned.
• The document is sealed. Your company details, the client's details and the tax treatment are snapshotted onto the invoice, so it keeps saying what it said today even if you move offices or the client is renamed next year.
• The PDF is generated.
• If a timesheet was requested, that PDF is generated too.
• If this is an e-invoice, the machine-readable file is generated and attached.
• The status becomes Open.

What you get

From the issued invoice you can download:

• the invoice PDF,
• the timesheet, if you attached one,
• the e-invoice file, if one was produced.

They are also filed in Files, where they are marked as generated documents and cannot be edited or deleted like an ordinary upload.

Sending is your job

Steerd does not email invoices. There is no send button, no client portal, and no delivery tracking. Download the PDF and send it the way you already send invoices.

This is worth knowing before you go looking for a setting that does not exist. It also means nothing in Steerd knows whether your client received the invoice, which is why nothing chases them. See Payment and due dates.

If something is wrong afterwards

There is no unlock and no edit. Use a correction, which is a second document that withdraws the first.