> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage unsent invoices (Legacy)

> Identify and update unsent invoices in the legacy Send-invoices-from-Upflow flow by filtering the Invoices list view and adjusting their status in bulk.

This article refers to our Legacy version for this feature. We highly recommend switching to our new version, detailed here: [Send invoices from Upflow ✨](/en-us/collection-and-collaboration/send-invoices-from-upflow/overview)

### Step 1: Identify invoices to update

From your Invoices list view, use filters to pinpoint invoices that need their status updated.

First, we want to use the filter "Status = Unsent", or click on the blue link at the top of your screen to isolate unsent invoices.

<img src="https://mintcdn.com/upflow-04dc27cd/BozRqwR6DM9YX9fO/images/45610313835409.png?fit=max&auto=format&n=BozRqwR6DM9YX9fO&q=85&s=0f72444f86d23587215fc2edb4d3f0f1" alt="" width="406" data-path="images/45610313835409.png" />

Then, depending on which invoices you want to focus on:

* **For Due or Overdue invoices:**
  Filter by **Issue Date**. For example, to identify invoices issued before `MM/DD/YEAR`, set:
  * **Issue Date → Max = MM/DD/YEAR**
  * You activated this feature on Dec. 5th, but you've already sent all November-issued invoices from another tool and do not wish to send them again using Upflow. Select the **"Issue date" filter on "Max = Nov. 30th"**.

    **<img src="https://mintcdn.com/upflow-04dc27cd/3QoMbpqs_CUoAT6_/images/45610268085521.png?fit=max&auto=format&n=3QoMbpqs_CUoAT6_&q=85&s=c9b236a29cb456625f256932051d5856" alt="" width="320" data-path="images/45610268085521.png" />**

* **For Paid invoices:**
  Filter by **Outstanding Amount**:
  * **Outstanding Amount → Max = 0**, to identify unsent invoices that are already paid:
    **<img src="https://mintcdn.com/upflow-04dc27cd/BozRqwR6DM9YX9fO/images/45610313840657.png?fit=max&auto=format&n=BozRqwR6DM9YX9fO&q=85&s=88fcacd597ae9c020e996325288e9fb6" alt="" width="320" data-path="images/45610313840657.png" />**

### Step 2: Update invoice status

Once the filtered results are displayed:

| Mark invoices as sent                                                                                                                                                                       | Manually send invoices                                                                                                       |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| <ul><li>Select all invoices in the filtered list.</li><li>Click the **Actions** button.</li><li>Choose **Mark as sent** to update their status without sending them to customers.</li></ul> | If you wish to send the billing email for the filtered invoices, select them, click **Actions**, then **Send**, and confirm. |

**<img src="https://mintcdn.com/upflow-04dc27cd/BozRqwR6DM9YX9fO/images/45610313842961.png?fit=max&auto=format&n=BozRqwR6DM9YX9fO&q=85&s=c28affbbb55dff02136a2516caa24561" alt="" width="320" data-path="images/45610313842961.png" />**

**Automate invoice sending (optional):**

* Navigate to **Workflows** in Upflow.
* Automate the Billing template to send invoices automatically on their issue date.
* Automatic billing emails will be sent once you're live, according to their issue date.
  If the issue date has passed by the time you go live, the invoices will be automatically sent the following business day.

### Best Practices

* **Good to Know:** Use the filters strategically to avoid missing invoices that require updates.
* **Automation Tip:** Automating your workflows ensures invoices are sent promptly, reducing manual intervention.

## What are the main differences between the Legacy & new version:

| Legacy                                                   | New Version ✨                                                                            |
| -------------------------------------------------------- | ---------------------------------------------------------------------------------------- |
| Unsent invoices were to be managed from the Invoices tab | Each unsent invoice creates a Billing email to be managed from your Actions To-do list   |
| Email-only sending                                       | Email, Letter, and SMS supported                                                         |
| No clear ownership of billing emails                     | Billing templates now have owners, as action templates in case of deliverability failure |
| Bulk send only from invoice tab                          | Bulk send from Actions all tab (limit 200)                                               |
| Mark as sent from the invoices tab                       | “Ignore” the email action from the Actions > All tab                                     |
| Default automatic send at 6:30 AM UTC                    | Sends follow your organization scheduling time                                           |
|                                                          | “Source” filter to identify “Billing” actions in your Actions > All tab                  |
| Only the related invoice PDF is attached                 | You can attach additional invoices’ PDFs and other files                                 |