How does this feature work?
Email an invoice when it is issued, customise the message and copy your bookkeeper automatically. Schedule reminders before, on and after the due date while every attempt and delivery status stays on the invoice. Optional open tracking uses a one-pixel image, so treat an open as a signal rather than proof.
Which plan includes this feature?
Business and up. The pricing page shows the current plan boundary and any usage allowances.
Can I use the invoiso assistant with this workflow?
Yes. The in-app assistant can work with the records available to your plan, and it asks before it sends, deletes or sets up anything recurring. For example: “Email invoice INV-2026-0042 to Acme”.