To send an estimate, go to Finances > Estimates page and click on the magnifying glass icon for the invoice you would like to send. (For invoices, please click on Finances > Invoices.)

Once you are on the invoice or estimate detail page, please click the Send button, and you'll see a dropdown with four options:

You can send the invoice via email. The email contains a link to your invoice and the invoice as a PDF attachment (unless you disable that option).

Your customers can click on the link in the email, see the invoice on the client portal, and also pay online.

You can also have us print and mail your invoices using regular postal mail.

All invoices sent will be printed, folded, and mailed by our local team the following business day

Invoices are printed with a tear-off payment slip at the bottom and a return envelope for your customers to mail back their payment.

You'll need to buy stamps on our Store page before you can send invoices via regular mail.

You need to enable Texts on the Text page before sending an invoice via text.

The text will include a link. Once the connection is clicked, the customer can see the invoice on our client portal and make a payment online.

If you are sending an estimate to your customer via a link, it is important to share it using the Copy Link button or through an automation, and not copying and pasting a URL. Using just the URL will throw an error for security purposes.

You can copy the link to an invoice/estimate and send it to your customer through any way that we haven't listed above (ex. third-party messaging apps).

Copying this link will prompt you with a confirmation that the link has been copied to your clipboard, and it will also prompt the following:

"Are you sure you want to mark this invoice as sent by copied link?"