What are different ways to send an invoice?

InvoiceOwl offers several ways to deliver an invoice to your client:

Email (primary method):

1. Open the invoice and click Send in the right sidebar.
2. The send dialog opens with the client's email pre-filled. You can add CC and BCC recipients.
3. Customize the subject line and message if needed.
4. Click Send to deliver the invoice by email. Your client receives an email with a link to view and pay the invoice online.

Share Link:

1. Once an invoice has been sent (status is Awaiting Payment or Paid), click Copy Link in the top area of the invoice detail page.
2. The invoice URL is copied to your clipboard. You can paste and share this link via text message, messaging apps, or any other method.

Mark as Sent:

If you delivered the invoice another way (printed it, handed it over in person, etc.), you can mark it as sent without emailing:

1. Open the invoice and click More Actions in the right sidebar.
2. Select Mark as Sent. The invoice status changes to Awaiting Payment.

Print / Download:

1. Click Print / Download in the top area of the invoice detail page.
2. The invoice PDF opens in a new tab where you can print it or save it to your computer.

On the Mobile App

Email or Text Message:

1. Open the invoice and tap Send Invoice at the bottom.
2. Choose to send by Email or Text Message (SMS).
3. Confirm the recipient, edit the message if needed, and tap Send.

Share Link:

1. Open a sent invoice, tap More at the bottom.
2. Tap Copy Link to copy the invoice URL to your clipboard.
3. Paste the link into any messaging app, text message, or email to share it.

Mark as Sent:

1. Open a draft invoice, tap More at the bottom.
2. Tap Mark as Sent to update the status without emailing.

View PDF:

1. Open a sent invoice and tap the eye icon in the top right to view the PDF.