Overview
Copilot makes it easy to send printed estimates and invoices to your customers through the mail.
By purchasing digital stamps, you can have Copilot print, package, and mail your documents directly to customers — complete with a return envelope for payments by cash or check.
Step 1: Purchase Digital Stamps
Navigate to Marketing > Store.
Choose the Digital Stamps option and purchase the quantity you’d like.
Each stamp covers one mailed estimate or invoice.
Step 2: Send an Estimate or Invoice by Mail
Go to Finances > Invoices or Finances > Estimates.
Locate the document you want to send.
Click the Send > By Regular Mail option.
When selected, Copilot automatically sends a PDF version of your document to our mailing team.
Our team prints, folds, and mails your document on your behalf the next business day.
Step 3: Track Your Stamp Balance
When you have digital stamps in your account, a green bar will appear at the top of your Estimates and Invoices lists.
This bar shows how many stamps you have remaining.
If your balance reaches zero, you’ll need to purchase additional stamps before sending more documents by mail.
What’s Included in a Mailed Document
Every mailed estimate or invoice includes:
A professionally printed and folded copy of the document.
A return envelope for customers who wish to pay by cash or check.
Use Case Examples
Send paper invoices to customers who prefer physical mail.
Provide estimates to customers without reliable email access.
Offer a traditional payment option for check-paying clients.