Skip to main content

Send Invoices

Get invoices to your customers quickly via email or downloadable PDF.

Sending by Email​

From an Invoice​

  1. Open the invoice you want to send
  2. Click Send or Email
  3. Review the email preview:
    • To: Customer's email
    • Subject: Invoice #123 from Your Company
    • Message: Customizable email body
  4. Click Send

Bulk Sending​

Send multiple invoices at once:

  1. In the invoice list, select invoices to send
  2. Click Actions → Send Selected
  3. Confirm

Downloading as PDF​

  1. Open the invoice
  2. Click Download or the PDF icon
  3. The invoice downloads to your device

Use PDFs when:

  • Customer prefers attachments
  • Printing is required
  • Sending via WhatsApp or other messaging

Email Customization​

Default Email Template​

Go to Settings → Email Templates to customize:

  • Subject line
  • Email body
  • Signature
  • Branding

Per-Invoice Customization​

When sending, you can edit:

  • Subject line
  • Message body
  • CC additional recipients

Delivery Tracking​

After sending, you can see:

  • Sent - Email was delivered
  • Opened - Customer viewed the email (if tracking enabled)
  • Viewed - Customer clicked to view invoice

Resending Invoices​

Already sent but need to resend?

  1. Open the invoice
  2. Click Resend or Send again
  3. Confirm

Troubleshooting​

Customer Says They Didn't Receive It​

  • Check the email address is correct
  • Ask them to check spam/junk folder
  • Resend or download and send manually

Email Bounced​

  • Verify customer email address
  • Update their contact info
  • Use an alternative contact method