> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Resending Invoices, Receipts, and Order Confirmations

> Quickly resend invoice PDFs, order confirmations, and receipts to customers via email when they request copies or didn't receive the original message.

<Note>
  Customers frequently need copies of invoices for their accounting. This workflow shows the fastest ways to resend documents from any surface in Arcus.
</Note>

## When to use this workflow

* A customer says they never received an invoice
* You need to send a copy of an order confirmation
* A customer requests an old invoice from months ago
* You want to resend a receipt after a payment

## Prerequisites

* The customer must have a valid email address on file
* The document (invoice, order, receipt) must exist in the system
* Your role must allow you to view the customer/order and send customer documents

## Resend from the customer account

### Quick resend from the Transactions tab

1. Open the customer's account.
2. Click the **Transactions** tab.
3. Find the invoice, sales order, or payment row.
4. Click **Resend Invoice** for invoice and sales-order rows, or **Resend Receipt** for payment rows.
5. In the send dialog, confirm **Recipient Email** and **Recipient Name**.
6. Optionally click **+ Add CC/BCC**.
7. Add a **Custom message** if the customer needs context.
8. Use **Preview Email Template** when you want to verify the subject and body.
9. Click **Send Email**.

**Expected result:** The document is sent or queued for delivery, and Arcus shows a success toast. If delivery fails, the dialog reports the failure.

***

## Resend from an order

### Resend order confirmation

1. Open the order.
2. Click the action menu (...) at the top.
3. Select **Send to Customer**.
4. Confirm the recipient email and name.
5. Add CC, BCC, or a custom message if needed.
6. Click **Send Email**.

**Expected result:** Order confirmation email is sent. Customer receives the order details with line items, totals, and terms.

***

### Send a revised order or invoice

If the order or invoice changed after it was emailed, Arcus can show a revision banner on the order detail page.

1. Open the order.
2. Review the revision banner. It tells you the current revision and the last revision sent.
3. Click **Send Revision**.
4. Review the "What Changed" panel in the dialog.
5. Click **Send Revision**.

**Expected result:** The customer receives the revised order or invoice email instead of the original-send template.

### Customer only needs tracking

If the customer only needs tracking, open the order action menu and use **Copy Tracking Link** when packages exist. You can also open the package actions menu and use **Track Package**. These actions are faster than resending the full order document.

***

## Resend from accounting

### Resend invoice or receipt from the AR page

1. Click **Accounting** > **AR Management**.
2. Find the invoice in the AR aging list.
3. Click the invoice.
4. Click **Resend Invoice** or **Email**.
5. Click **Send**.

***

### Resend from the Invoices management page

1. Click **Invoices** > **Management** (if available).
2. Search for the invoice by date, customer, or order number.
3. Click the invoice.
4. Click **Resend** or **Email Invoice**.
5. Click **Send**.

***

## Bulk resend (multiple invoices)

The order and customer account workflows above send one document at a time. If you need a campaign-style resend to many customers, use your accounting or communications workflow for bulk sending so each recipient, template, and delivery result is tracked correctly.

Do not open many order tabs and send manually unless you have a small, verified list. It is easy to miss delivery failures or send the wrong revision that way.

***

## Resend receipts

If the customer paid via credit card or ACH:

1. Open the customer account.
2. Click the **Transactions** tab.
3. Find the payment row.
4. Click **Resend Receipt**.
5. Confirm the recipient and click **Send Email**.

**Expected result:** A payment receipt is emailed showing the amount, date, and method.

***

## What gets sent

| Document                | Contents                                                                                                      | Typical Use                      |
| ----------------------- | ------------------------------------------------------------------------------------------------------------- | -------------------------------- |
| **Order Confirmation**  | Order number, date, customer info, line items, total, terms, payment status                                   | New order notification           |
| **Invoice**             | Invoice number, date, due date, itemized charges, total, payment terms, links to pay online or request credit | Billing and accounting           |
| **Receipt**             | Payment date, amount, method (card, check, etc.), reference number                                            | Proof of payment                 |
| **Quote**               | Quote number, customer, line items, terms, and total                                                          | Send a quote for customer review |
| **Return Confirmation** | Return number, reason, refund amount, original order reference                                                | Return initiated                 |

***

## Personalizing resent emails

When you resend a document, you can add a personal message:

1. Before clicking **Send Email**, use **Custom message (optional)**.
2. Type a brief message (e.g., "Sorry for the delay! Here's your invoice for your records.").
3. Click **Send Email**.

**Expected result:** The customer sees your message at the top of the email before the document.

***

## Email logs and tracking

Every resend is logged:

1. Click **Communications** > **Email Log** (or **Support** > **Email Log**).
2. Filter by customer name or email address.
3. See all emails sent to that customer (originals and resends).
4. Click an entry to see the subject, recipient, send time, and attachment name.

***

## Troubleshooting

### "No valid email address on file"

The customer account is missing an email.

1. In the send dialog, use the **Add email to customer** button when it appears.
2. Or open the customer account and go to **Contact Persons**.
3. Add or update an email address.
4. Return to the document and retry **Send to Customer**, **Resend Invoice**, or **Resend Receipt**.

***

### "Email delivery failed"

The email was not delivered (invalid address, spam filter, etc.).

1. Check the Email Log for the failure reason.
2. Verify the email address is correct.
3. Contact the customer via phone to confirm their email.
4. Update the email address in their account.
5. Retry the send.

***

### "I need to send an invoice from over a year ago"

1. Open the customer account.
2. Click **Transactions**.
3. Search transactions for the old invoice or sales order.
4. Click **Resend Invoice**.
5. Click **Send Email**.

**Note:** All invoices are retained in the system indefinitely for audit purposes.

***

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