Sending the invoice

There's no Send invoice button. The restaurant gets the invoice automatically: when the supplier marks the order Ready for Delivery and again when it's Delivered, Clipp emails the restaurant with the invoice PDF attached and a Pay Invoice button.

Who uses it

• Supplier staff trigger it by moving the order along. They can't turn it off or send it again on demand.
• Restaurants receive it and pay from the link.

How it works

When the email goes out

Order moves to	Email subject	Button	Invoice PDF attached
Confirmed	"Your order INV-1001 from Dosto's Wholesale has been confirmed."	View Order	No
Ready for Delivery	"Order #INV-1001: Status Changed to Ready for Delivery"	Pay Invoice (or View Invoice if paid)	Yes
Delivered	"Your order INV-1001 from Dosto's Wholesale has been delivered"	Pay Invoice (or View Invoice if paid)	Yes
Canceled	"Order #INV-1001: Status Changed to Canceled"	View Order	No. Only sent if the supplier ticks Notify customer about this update when cancelling.

• Emails go out only when the order moves forward. Moving an order back a step sends nothing.
• Saved drafts get no email.
• The Ready for Delivery email goes out once the invoice has been filed, a moment after the status changes.
• If the PDF can't be generated, the email goes without it.

What the email says

• Greeting "Dear {restaurant},".
• Delivered: "Your order INV-1001 from Dosto's Wholesale has been delivered."
• Ready for Delivery: "We're pleased to let you know that your order (INV-1001) with Dosto's Wholesale has been marked as Ready for Delivery."
• The order's items (not on the Delivered email), the button, "Regards," and the Clipp support footer ("Any questions? Please contact support@getclipp.com · Customer Support: +1 646-883-8800").
• Sender: "Clipp" <support@getclipp.com>. Replies reach Clipp support, not the supplier.

The attachment

The invoice PDF, named like invoice-INV-1001.pdf. The Ready for Delivery email carries the invoice filed at dispatch; the Delivered email carries a fresh copy made when it's sent.

The pay link

• https://app.getclipp.com/pay/… opens the public pay page, where the restaurant pays by card, bank (ACH) or PayPal without logging in. See Payments & refunds.
• Made only while the invoice still owes money and is Ready for Delivery or Delivered. A paid invoice's email offers View Invoice instead.
• One link per invoice. Each email, PDF or reminder reuses it and extends it, so older links keep working for 90 days after the last one was sent.
• Expired: "This payment link has expired. Please request a new one from your supplier."

Recipients

Restaurant staff whose role can see orders, plus the restaurant's business email and the contacts on this supplier's customer record. All in one "To" line; the supplier isn't copied. See Customer info.

Push alongside

Order Ready for Delivery / "Dosto's Wholesale order INV-1001 is ready for delivery." and Order Delivered / "Your order INV-1001 from Dosto's Wholesale has been delivered." There's no SMS for these two.

Sending it again

There's no resend. Ways to get the invoice to a restaurant again:

• Print Invoice on the invoice page and send the PDF yourself.
• Notify to Pay when it's overdue: it emails the invoice PDF and pay link.
• A statement listing open invoices with pay links.
• Recording a payment with Notify customer about this payment update ticked sends a receipt with the PDF.

Where it shows up

Restaurant inbox and phone. The PDF is the same document the supplier prints.

Permissions

Anyone who can change an order's status triggers it (full order access: Admin, Clerk, Driver, Warehouse, Sales Person by default).

Decisions

• The invoice goes with the dispatch and delivery emails. That's when the restaurant owes the money. (verify the product decision)
• One pay link per invoice, renewed on every send. An old email's link keeps working. (invoice-payment-token.service.ts)

Specs

sale-order-emails.feature

# prefix: SOE
Feature: Order emails and payment receipts
Suppliers and restaurants are emailed as an order moves through its life and
as payments arrive. Bank payments are told as processing, then by the order's own status once they clear.
A canceled order's pay link stops working.

Rule: Each order milestone sends its email

    Scenario: SOE-001 a placed order emails the supplier
      Given a restaurant places an order
      When the order is placed
      Then the supplier is emailed that a new order was received
      And the email has a View Order button

    Scenario: SOE-002 a dispatched order offers payment while a balance is owed
      Given a dispatched order with a balance owed
      When the dispatched email is sent
      Then the invoice is attached
      And the button reads Pay Invoice

    Scenario: SOE-003 a dispatched order that is paid offers the invoice
      Given a dispatched order that is fully paid
      When the dispatched email is sent
      Then the button reads View Invoice

Rule: A digital payment emails the supplier a receipt

    Scenario: SOE-004 a bank payment is told as processing then cleared
      Given a restaurant pays by bank
      When the payment is submitted
      Then both sides are told the payment is processing
      When the payment clears
      Then both sides are told the payment by the order's own status

    Scenario: SOE-005 a payment the supplier keyed in does not email the supplier
      Given the supplier records a cash payment
      When the receipt is sent
      Then the supplier receives no receipt email

    Scenario: SOE-006 a charge on a saved card does not email the supplier
      Given the supplier charges the customer's saved card
      When the payment is recorded
      Then the customer receives a receipt
      And the supplier receives no receipt email

    Scenario: SOE-007 a failed bank payment sends nothing
      Given a bank payment is processing
      When the payment fails
      Then no receipt is sent

Rule: A canceled order's pay link stops working

    Scenario: SOE-008 canceling revokes the pay link
      Given an order with an active pay link
      When the order is canceled
      Then opening the pay link says the link is invalid

Known limitations

• The supplier can't stop the invoice email or choose when it goes.
• No resend button.
• The email's "View Order" and "View Invoice" links go through a redirect page that asks a signed-in restaurant to open the app (verify what a restaurant sees on the web).
• An order marked Delivered straight from Packing (skipping Ready for Delivery) gets only the Delivered email; no invoice is filed for it.

FAQ

How do I resend an invoice? There's no resend. Print it and send it, send a statement, or use Notify to Pay once it's overdue.

The customer says they never got the invoice. Check the contacts on their customer record and that the order reached Ready for Delivery. Clipp may also have muted the supplier's email.