Send an Individual Invoice
To send an invoice, go to Finances > Invoices, and click on the magnifying glass icon for the Invoice you would like to send.
Once you are on the Invoice detail page, please click the Send button, and you'll see a dropdown with four options: Send by Email, Send by Regular USPS Mail, Send by Text Message, and Send by Copy Link
Send by Email
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.
Send by Regular USPS Mail
You can also have us print and mail your invoices using regular postal mail.
All invoices are printed by our local office team, and will be printed, packaged, and mailed on 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.
Send by Text Message
You need to enable Texts on the Text page before sending an invoice via text.
The text message will include a link. Once the link in the text is clicked, the customer can see the Invoice on our client portal and make a payment from there.
Send by Copy Link
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?"