How to Send an Invoice
There are three ways to send invoices to your clients:Method 1: Send Immediately
- Create or edit your invoice
- Click “Save & Send”
- Invoice is saved and emailed automatically
Method 2: Send Later
- Disable “Send Invoice on Save” and save the invoice
- Go to Invoices page
- Find your invoice
- Click “Send” button
Method 3: Auto-Send
Enable “Send Invoice on Save” in Settings:- All invoices send automatically when saved
- Great for recurring invoices
- Saves time on routine billing
What Gets Sent
The email includes:- Invoice preview link (which has a link to download PDF)
- Payment link (if Stripe connected)
- Your custom message (optional)
Email Customisation
Default Email Message
Set in Settings > Invoice:- Add your branding
- Include payment instructions
Per-Invoice Message
Add custom message when sending:- Useful for special notes
- Explains context or urgency
Payment Links
If Stripe is connected:- Payment link automatically included
- Clients can pay immediately
- Secure payment processing
- Instant payment confirmation
Invoice Status
Track status:- Draft: Not sent yet
- Sent: Emailed to client
- Viewed: Client opened the invoice
- Paid: Payment received
- Overdue: Past due date
Resending Invoices
To resend:- Open invoice
- Click “Resend”
Email Notifications
You’ll receive notifications for:- Invoice sent successfully
- Invoice viewed by client
- Payment received
- Overdue reminders
Troubleshooting
Invoice Not Sending
- Check client email address is correct
- Verify email notifications enabled
- Check spam folder
- Ensure invoice isn’t already sent
Client Not Receiving Email
- Verify email address spelling
- Check their spam/junk folder
- Resend invoice
- Try alternative contact method
Payment Link Issues
- Ensure Stripe is connected
- Check Stripe account status
- Verify payment link is enabled
Best Practices
- Send invoices promptly after work completion
- Include clear payment instructions
- Set appropriate due dates
- Follow up on overdue invoices
- Use payment links for faster payment