First, type and ownership
A document may be recognised as an invoice, irrelevant attachment or unclear item. For an invoice, the correct company and rule are determined separately. A new customer or conflict needs a decision.
A prepared document may wait for capacity
Waiting for quota is not a recognition error or confirmation that the document does not exist. The plan overview shows renewal or upgrade options. Already eligible prepared documents can be handed over without another invoice unit.
Track the actual handover result
Scheduled, preparing, sent and a handover problem are different situations. Creating a queued job is not itself sending. Acceptance by an email provider does not mean your accountant has read or booked the document.
If the result is unknown after an outage, wait for verification. Blind repeated sending can create extra copies. The specific error and next step are shown with the relevant handover.