How to Send an Invoice

📤 Saving & Sending an Invoice

When creating an invoice, you can either Save it to finish later or Save & Send to email it to your customer right away. If you choose Save, you can return to the invoice later to make edits and send it when you’re ready.

If your organization uses the Customer Portal, you can also choose to publish invoices so customers can view them online. See Publishing to the Customer Portal . 

💾 Save & Send

Once an invoice has been completed, you have two options: 

Save

• Saves the invoice to your instance, but no email is sent.
• You can return later to edit invoice details or send to your customer. 

Save & Send

• Saves the invoice and immediately opens the Send Email modal.
• From the modal, you can review and customize the email before sending it to your customer.

✉️ Sending the Invoice to the Customer

When Save & Send is selected, the Send Email modal will appear. Here you can review who the invoice is going to and how it will be presented.

Email Modal Fields:

• Email - Displays the recipient’s email address pulled from the invoice contact. You can update or replace the email address before sending.
   
• Subject - Defaults to: Invoice [Invoice #] from [Your Company]. You can modify the subject line for each invoice. Subject lines cannot be set or customized globally in settings.
   
• Send me a copy - Optional checkbox to send yourself a copy of the invoice email.
   
• Attach PDF - Attaches the invoice PDF to the email. The default behavior is controlled in Invoice Settings.
   
• Body - Pre-populated from your Invoice Email Message in Invoice Settings. Fully editable before sending—any changes here affect only this email.
  
   

Once you've reviewed the details, select Send and Close