Mark an invoice sent
Follow this guide to set the sent state through the supported action. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goBroker Portal → Invoices → open invoice → Mark Sent
Before you start
- Use an account with Authenticated broker user with invoice edit access and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What you’ll accomplish
Set the sent state through the supported action. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Broker Portal → Invoices → open invoice → Mark Sent.
- Go to the record and review the current status, approval chain and supporting files.
- Select the supported status, approval, confirmation or signature action.
- Provide the required reason, decision, signature or attachment when prompted.
- Submit once and verify the new status, approval entry, notification and locked/unlocked actions.
Fields and options to review
Exact actionMark an invoice sent
Exact navigationBroker Portal → Invoices → open invoice → Mark Sent
Module version1.0.0
Access ruleAuthenticated broker user with invoice edit access
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Financial recordClient/vendor/landlord, linked property/request/contract, date/due date, currency, items, taxes, discounts, totals and status.
Payment evidencePayment mode, amount, transaction ID, note/comments, date paid and email/PDF choices where exposed.
Rules the system enforces
- This status change is not evidence of SMTP delivery unless an email event also exists.
- Verify linked CRM invoice/payment records before changing a real-estate payment or payout status.
- The module hooks after_payment_added to write property-related activity when the payment is linked.
How to confirm it worked
- The supported mark an invoice sent flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Continue with related guidance
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