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Editing an issued invoice is audited. Line items are edited on the invoice body.
Most invoices come from work you've already done. Pick a source:
The deposit is applied as a credit against the final invoice when the work is billed.
Recording a passing is a sensitive, audited action. Start with the date of death — you'll add verification details on the next step.
Queue this message to send automatically at a later time — over email, SMS, or the portal.
| When | Channel | Recipient | Status | Actions |
|---|---|---|---|---|
| Tomorrow 9:00a | 💬 SMS | Kirschbaum HH | Queued | Edit · Reschedule · Cancel |
| Mon 8:00a | ✉️ Email | Delgado HH | Queued | Edit · Reschedule · Cancel |
| Jun 14 5:00p | 🌐 Portal | Patel HH | Paused | Resume · Cancel |
| Jun 12 9:02a | ✉️ Email | Whitfield HH | Sent | Delivered ✓ |
| Jun 11 6:30p | 💬 SMS | Rossi HH | Failed | Retry · View |
SMS respects the client's opt-in & quiet hours; a send is held (not lost) if the client opts out before it fires.
This reveal is logged with your name, time, reason, and the secret accessed. Abnormal / bulk reveals alert the owner.
Hand the device to the client. Have them read the terms, then continue to sign.