How to send an invoice?

You can send an invoice to your client by email in InvoiceOwl:

1. Click Invoices in the left sidebar.
2. Click on the invoice you want to send to open its detail page.
3. Click the Send button in the right sidebar (for draft invoices) or from the invoice editor.
4. A send dialog opens where you can:
   • Confirm the recipient email address (pre-filled from the client record).
   • Add CC and BCC addresses.
   • Edit the email subject line and message body.
   • Choose whether to CC yourself on the email.
5. Click Send to deliver the invoice by email.

The invoice status changes from Draft to Awaiting Payment after sending.

You can also Mark as Sent without emailing by clicking More Actions and selecting Mark as Sent from the dropdown. This is useful if you delivered the invoice another way (in person, by mail, etc.).

On the Mobile App

1. Tap the Invoices tab and tap the invoice you want to send.
2. On the invoice detail screen, tap Send Invoice at the bottom.
3. If your signature is required, a signature screen opens first -- sign with your finger, then continue.
4. The send screen opens where you can:
   • Confirm the recipient email address or phone number.
   • Choose to send by Email or Text Message (SMS).
   • Edit the subject line and message.
5. Tap Send to deliver the invoice.

The invoice status changes from Draft to Awaiting Payment after sending.

To mark as sent without emailing, tap More at the bottom and select Mark as Sent.