Sending an Invoice

Send invoices directly to your customer via email with the PDF attached.

On the web app:

1. Open the invoice

2. In the sidebar Actions section, make sure a PDF has been generated (click Generate PDF if needed)

3. Click Send to Customer

4. The customer receives an email with the invoice details and the PDF attached

5. The invoice status automatically changes to Sent

On the mobile app:

1. Open the invoice

2. Tap the more button (three dots)

3. Tap Send to Customer

Overdue reminders:

Method automatically sends overdue reminder emails to customers at 7 days, 14 days, and 30+ days past the due date. You can customize these reminders in your account settings:

1. Click the settings gear icon in the top-right corner to go to your account

2. Click the Invoices & Estimates tab

3. Scroll to Overdue Reminder Settings to toggle individual reminders on or off (7-day, 14-day, 30-day)

4. Customize the message text for each reminder stage in the Email Copy section above

You also receive an internal notification when an invoice becomes overdue.