How to send an invoice?
Send your invoice by email right away or schedule it for later, then track when your customer opens it.
Ayoub Amine
Last Update hĆ” 10 dias
Send or schedule an invoice
- Go to theĀ InvoicesĀ page and open the invoice you want to send.
- ClickĀ Send & scheduleĀ in the top-right corner.
3. Check theĀ Recipient email,Ā Subject, andĀ Message. You can edit them before sending.
š” Need to add more recipients? Click the arrow next toĀ Recipient emailĀ to show theĀ CcĀ andĀ BccĀ fields.
4. Choose how to send it:
- ClickĀ Send nowĀ to send it immediately.
- Or turn onĀ Schedule for laterĀ and pick a future date.
Customize the default email
The default subject and message come from your email settings. To change them for all invoices, go toĀ Settings > Business > Emails.
Track your invoice
Click theĀ checkĀ button next toĀ Send & scheduleĀ to open theĀ Send history. It shows whether your customer has read your email, how many times, and when they first opened it.
Show the Sent column in your invoices table
TheĀ SentĀ column is hidden by default. To show it:
- On theĀ InvoicesĀ page, clickĀ View.
- UnderĀ Toggle columns, selectĀ Sent.
Enjoy š§”