Invoicing

Sending Invoice Email

Learn how to send professional invoice emails to clients

0:48
6 steps
0:00 / 0:00

About This Tutorial

Learn how to send professional invoice emails to clients

Duration
0:48
Steps
6
Level
Beginner
Category
Invoicing

Step-by-Step Guide

Step 1

Navigate to your created invoice or select from invoice list

Step 2

Click "Send Invoice Email"

Step 3

Review and customize the email subject line

Step 4

Edit the email message template if needed

Step 5

Preview the email before sending

Step 6

Click "Send Invoice Email" to deliver the invoice to your client

Progress0 of 6 completed

Pro Tips

1

Status changes from draft to sent

2

Set up automated follow-up reminders for overdue invoices (Pro)

Tutorial Progress

Tutorial 5 of 863% Complete