How do I send an invoice to a client?

Sending finalizes a draft and emails it to your client with the PDF attached.

Steps

1. Open the draft invoice.
2. Click Send invoice.

Tips

• The email ("Invoice {no} from {firm}") only goes out if the client has an email address. Add one on the client page first.
• On the Starter plan, invoice PDFs carry a watermark.

Related articles

• How do I download an invoice PDF?
• How do I mark an invoice as paid?
• How do I edit a client's details?
• What do the invoice statuses mean?