Skip to Content
InvoicesSending Invoices

Sending Invoices to Clients

Learn how to email invoices directly to your clients and keep a copy for your records.

What You’ll Learn

  • Sending an invoice via email
  • Getting a copy for yourself
  • What clients receive
  • Downloading PDF copies
  • Changing invoice status

Sending an Invoice

When your invoice is ready, you can email it directly to your client.

Step-by-Step Guide

  1. Open the invoice you want to send
  2. Click the Send button in the action bar
  3. Enter the Client Email address
    • If the client has an email on file, it auto-fills
  4. Optionally toggle Send me a copy to receive a PDF
  5. Click Send to Client

That’s it! Your client receives a professional email with a link to view the invoice online.

What Your Client Receives

When you send an invoice, your client gets an email that includes:

  • Your company name
  • Invoice number
  • Total amount due
  • Due date (if set)
  • A button to View Invoice online

The online invoice shows:

  • Your company logo and address
  • Client’s name and contact info
  • Service address (if set)
  • All line items (based on your display settings)
  • Totals, discounts, and taxes
  • Payment history
  • Balance due

Getting a Copy for Yourself

Toggle Send me a copy before sending to receive:

  • An email confirmation
  • A PDF attachment of the invoice

This is great for your records or if you need to share the invoice another way.

Downloading a PDF

You can download a PDF anytime without sending:

  1. Open the invoice
  2. Click Download PDF in the action bar
  3. The PDF saves to your device

Use PDFs to:

  • Print physical copies
  • Attach to your own emails
  • Save for your accounting records

Invoice Status After Sending

When you send an invoice:

  • Status changes from Draft to Sent
  • The send date is recorded
  • The invoice gets a public viewing link

You can still edit the invoice after sending if needed.

Quick Send from the Invoices List

From the main Invoices page:

  1. Find the invoice in the list
  2. Click the three-dot menu on the right
  3. Select Send to Client

This opens the send dialog for that invoice.

Resending an Invoice

Already sent but need to send again? No problem:

  1. Open the invoice
  2. Click Send
  3. Enter the email (same or different)
  4. Send again

Clients can view the same invoice link, so resending just reminds them.

Tips for Effective Invoice Emails

  • Send promptly - Fresh in the client’s mind means faster payment
  • Verify the email - Double-check the address before sending
  • Follow up - If no payment after a week, a friendly reminder helps
  • Keep copies - Toggle “Send me a copy” for important invoices

Troubleshooting

Client Didn’t Receive the Email

  1. Check the email address for typos
  2. Ask client to check spam/junk folder
  3. Resend to a different email if needed
  4. Share the public link directly

Wrong Email Address

  1. Open the invoice
  2. Click Send
  3. Enter the correct email
  4. Send again

The invoice link remains the same, so the new recipient sees the current invoice.

Last updated on
Creating InvoicesPayment Links