Emailing an invoice (Save & send)
Save & send emails the invoice from your own connected mailbox with the PDF and a link to view and pay online; without a mailbox you can mark it sent or download the PDF instead.
Open the invoice and press Save & send. Estimates, sales orders and purchase orders have the same button.
What you can change. To is filled with the customer's email addresses — separate several with commas. Subject and Message are yours to edit; the subject understands {InvoiceNo}, {DueDate} and {Total}. Attach the PDF is ticked; untick it to send only the link.
What the customer gets. An email from your own connected mailbox — it comes from your address and lands in your sent folder — with the PDF attached and a link to the document in their customer portal. For an invoice with a balance the link reads View and pay online, and the PDF prints the same link. Whether they can pay by card or bank there depends on online payments being set up (see Card and ACH checkout on invoices); without it the page tells them to pay by bank transfer using the details on the invoice. If you have several mailboxes, the one marked Send from this address by default is used.
What happens to the invoice. A draft is saved as sent first, then emailed. The history records Emailed and to whom.
If the mail server is busy the message waits in the outbox and the toast says so. The outbox retries every minute, up to five attempts in all; a message that still fails shows failed with the reason in Email & Calendar. The invoice stays marked sent either way.
No mailbox connected (ERR-MAIL-001). Nothing is emailed and the dialog says so, with two choices: Connect a mailbox (see Connecting your email), or Mark as sent without emailing — which records it as sent and emails nothing, for an invoice you are delivering yourself. No email address means the customer record has none; type one in To, or add one to the customer.
Just the file. More ▾ → Download PDF downloads the PDF to send or print however you like. Save & mark as sent (the arrow beside Save) posts the invoice without opening the email at all.
Sending needs permission to edit that kind of document (sales, or purchases for a purchase order). Customers can also be sent an E-invoices (Peppol BIS Billing 3.0) file, and chased automatically with Payment reminders and dunning.