There are four ways to send invoices and estimates: email, regular postal mail, copy link, or text message.

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

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

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 Text Message

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.

Send by Regular USPS Mail

You can also have us print and mail your invoices using regular postal mail.
Invoices are mailed the same day you click to send them as long as it's before 2:30 CST.
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 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?"