Introduction
When you send an invoice via email in Copilot, the customer receives:
A link to view the invoice in their client portal (where they can pay online).
A PDF copy of the invoice attached (unless you disable this option).
There are three ways to send invoices via email: directly from the invoice, from the invoice list, or from the Email tab.
Method 1: Send From the Invoice Itself
Go to Finances > Invoices.
Locate the invoice you want to send and click the magnifying glass to open it.
Click Send By > Email.
In the popup:
Enter the recipient’s email address.
Choose optional attachments (PDF, notes, images).
Click Send.
Method 2: Send From the Invoice List
Go to Finances > Invoices.
Select the checkbox next to one or more invoices.
Click Send By > Email.
This uses the selected email template in Settings > Invoices, Estimates & Receipts.