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Send Invoice

Email invoices and track delivery

Sending Invoices

Email Delivery

  1. Open the invoice
  2. Click "Send to Client"
  3. Review the email preview
  4. Add CC recipients if needed
  5. Click "Send"

Email Tracking

Track when:

  • Email was delivered
  • Client opened the email
  • Invoice PDF was downloaded

Custom Email Templates

Customize your invoice emails:

  • Subject line
  • Body text
  • Signature
  • CC defaults

Bulk Sending

Send multiple invoices at once:

  1. Select invoices from the list
  2. Click "Bulk Actions"
  3. Choose "Send Selected"

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