Sending invoices and estimates by email
Open the document and click Send invoice (or Send estimate). A side panel slides in with the email ready to go, prefilled from one of the business's email templates. Every field can be edited before sending, and changes apply only to this one send — the template is not modified.
Sending a draft invoice confirms it automatically; Confirm first is not required.
Editable fields
- Template — picks which email template to start from. The list is filtered to the right document type. If the customer has a preferred language, a template in that language is preselected when one exists.
- Recipient — defaults to the customer's email. Use commas to send to multiple recipients.
- Cc / Bcc — hidden by default; click Cc or Bcc above the recipient field to reveal them. Bcc keeps a copy on file without exposing it to the customer.
- Subject and Message — pre-filled from the template with placeholders resolved. See Using placeholders in emails and Formatting emails using Markdown.
- Attach PDF document to the email — when ticked, the PDF is attached. When unticked, the email contains only a link to view the document online.
Copying the public link
To share the document without sending an email — for example, into a chat or a CRM — open More actions → Copy public link. The link points to the same view the customer would otherwise see from the email. See The public document link for what the customer sees and can do from that view.
Resending an invoice or estimate
To send the same document again, open it and click Send invoice / Send estimate. The send panel behaves the same way every time. Every send is recorded in the document's Activity panel, including recipient and timestamp.
If the customer says they didn't get the email, the Activity panel tells you whether it was delivered, bounced, or hasn't been reported on yet — see The customer didn't receive my invoice — what to check.
Sending in a different language
When the customer prefers a language other than the business default, set the document language while creating the document. The send panel then preselects a template in that language. See Sending an invoice in a different language for the full flow.
E-invoices instead of email
When the business is set up for e-invoicing, the send panel has a second tab — E-invoice — for delivering through the e-invoicing network instead of email. That flow is covered in Sending e-invoices to customers.