Send an invoice
Send an invoice by email when you are ready to request payment from the customer. You can edit the recipients and message, review the generated PDF, and attach the PDF before sending. Open the invoice from the Invoices list or another page that displays its invoice number.
Before you begin
You need an existing invoice and the email addresses of its recipients. Review the invoice before sending it because the email can include a PDF generated from the current transaction details.
To send an invoice by email
- Open the invoice from the Invoices list or another page that displays its invoice number.
- Select More actions > Send by email.
- In the Send by email drawer, enter or review the recipients in the To, Cc, and Bcc fields.
- Optionally, select Send a copy to my email.
- Review or edit the subject.
- To add a custom message, select Add a note to your email template and enter the message in Note.
- Under Attachments, select the PDF link to open the generated invoice in a separate browser tab. Confirm that its invoice details are correct.
- To attach the PDF to the email, select the box beside the PDF link.
- Optionally, select More actions > Preview email to review the email body in a separate browser tab.
- Select Send.
QuickStart closes the drawer and sends the email in the background. A notification confirms whether the email was sent to the specified recipients. If sending fails, try again.