DocsInvoices
Sending Invoices
Send invoices to clients via email and track their status.
Sending Invoices
Once your invoice is ready, send it to your client for payment.
Sending via Email
- Open the invoice
- Click Send
- Review the email preview
- Confirm the recipient email
- Click Send Invoice
The client receives:
- Professional email with invoice summary
- Link to view the full invoice online
- Payment instructions
Invoice Statuses
Track where each invoice stands:
- Draft: Not yet sent
- Sent: Delivered to client
- Viewed: Client opened the invoice
- Paid: Payment received
- Overdue: Past the due date
Reminders
For overdue invoices:
- Open the invoice
- Click Send Reminder
- A follow-up email is sent to the client
Marking as Paid
When payment is received:
- Open the invoice
- Click Mark as Paid
- Enter payment date and method
- Invoice status updates to Paid