# 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.

Section: Sales and receivables · Canonical: https://intubu.intuitivecapital-dai.com/docs/send-invoice-email

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](https://intubu.intuitivecapital-dai.com/docs/online-payments)); 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](https://intubu.intuitivecapital-dai.com/docs/connect-mailbox)), 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)](https://intubu.intuitivecapital-dai.com/docs/e-invoices) file, and chased automatically with [Payment reminders and dunning](https://intubu.intuitivecapital-dai.com/docs/payment-reminders).