Please let users mark an invoice as Sent without sending it through HighLevel Payments. This is important for businesses that need to send invoices from their own email account, where they can include required CC recipients and pdf invoice attachment to avoid confusing clients with an unexpected HighLevel email.

For example, the billing department should receive the invoice at apinvoices@company.com, with the HL contact copied. The invoice needs to be sent as a PDF attachment, not just a link, because the recipient’s automated system must process the attachment without a person downloading it.

After sending externally, users should be able to mark the invoice Sent in HighLevel so its status and due-date tracking remain accurate, including the number of days until it is due.