THE QUICK ANSWER
Review the customer, charges, due date and payment instructions. Download a PDF to attach to your own email, or choose Share invoice to create a link. Send via email opens a prepared draft in your email app for you to review and send.
Check the invoice before sending it.
Make sure the invoice number, customer name and charges match the job. Include a due date and explain how you want to be paid. Add a business email or phone number so your customer can ask about a charge.
Check the customer email if you entered one. The email button uses that address; when the field is empty, the draft leaves the recipient blank so you can choose it in your email app.
Send a PDF attachment from your email app.
Choose Download PDF after reviewing the invoice. Open your email app, address the message to the customer and attach the downloaded file. Include the invoice number and business name in the subject.
A PDF attachment gives the customer a file they can keep. If you correct it later, send the corrected document with a clear explanation of the change.
Share a link to the invoice.
Choose Share invoice to create a link for the reviewed version. Anyone with that active link can view and download the invoice without an account. Links expire after 30 days, so avoid posting them in public places.
Send via email opens a draft with the invoice number, business name and link. It does not attach a PDF or send the message automatically. You can also copy the link into your preferred messaging app.
- Review the invoice and choose Share invoice.
- Choose Send via email, or copy the link.
- Check the recipient and message in your email app.
- Send the message yourself and keep a copy of the invoice.
Keep the message useful and easy to answer.
A short message can identify the work, invoice number, amount due and due date. For example: “Hi Sam, here is invoice INV-1042 for the kitchen sink repair. The balance is $270, due September 30. Let me know if you have any questions.” Replace every example detail with the actual job information.
Opening an email draft does not confirm delivery. Check sent mail in your email app. If a customer asks whether they already paid, check your payment records before following up.
Keep a clear record of corrections.
Unchanged invoices reuse their active sharing link. Publishing a correction creates a replacement version and retires the previous link. Send the new link to your customer and explain what changed.
Download the PDF for your records: this version has no account or cross-device recovery.
Common questions
General product guidance, reviewed September 11, 2026. Enter the details and tax treatment that apply to your business. Read about storage and privacy.
