How to Send an Invoice by Email

Email an invoice directly to your customer from Relentify.

What this does

Sends a PDF of the invoice to your customer's email address and marks the invoice as Sent.

When to use it

Use this after creating an invoice when you're ready to request payment.

Step by step

  1. Open the invoice from the Invoices list
  2. Click Send in the top right
  3. Confirm or edit the recipient email address
  4. Optionally edit the subject line and message body
  5. Click Send Invoice