When you choose Send by Email, Copilot will prompt you to select an email template. That template must include the {{INVOICES_LINKS}} merge tag to ensure the customer receives a clickable link to view and pay the invoice online.

If the template doesn’t include this tag, the customer won’t be able to access the invoice through the email directly.

Every Copilot account is created with a default email template called New Invoice v3 that includes the correct merge tag and is ready to use out of the box.

We highly recommend editing this template to match your brand voice, or creating your own from scratch as long as it includes the {{INVOICES_LINKS}} merge tag.

If your customer prefers traditional mail, you can choose to have Copilot send the invoice via regular USPS. Our team will print and package the invoice, then mail it on the next business day. These invoices include a tear-off payment slip at the bottom and a return envelope for mailing back a check.

To use this option, you’ll need to purchase stamps from the Store page before sending. Once sent, your customer receives a fully printed, professional-looking invoice in the mail.

Texting is a fast and convenient way to get invoices in front of customers, especially those who are often on the go. To send invoices via text, you’ll first need to register your SMS number on your Text page.

When you choose Send by Text Message, Copilot will ask you to select a text message template. It's important that this template includes the {{INVOICES_LINKS}} merge tag. This tag automatically inserts a clickable link to the invoice in the message. Without it, the customer won’t be able to access or pay the invoice from the text.

We recommend creating a clear, professional text template for invoicing that includes the proper merge tag. You can save and reuse this template for future sends to save time and ensure consistency.

Once sent, the customer receives a text message with the link. Tapping it takes them directly to the invoice in their client portal, where they can view the details and pay online using the payment methods you’ve enabled.

Sometimes you want to send an invoice through a different channel, maybe WhatsApp, Facebook Messenger, or a custom platform. In those cases, you can use the Copy Link option. This copies a direct link to the invoice to your clipboard, which you can paste anywhere you'd like.

Once you choose this option, you’ll be asked to confirm that you want to mark the invoice as sent via copied link. This ensures your records reflect the correct delivery status.

When a customer receives an invoice whether by email, text, or link, they’ll be taken to their Customer Portal to view the details and submit payment online.