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Email an invoice to a client

This article explains how to send an invoice by email from both the mobile app and the website.

Mobile app

  • Go to Documents - Invoices and open the invoice you want to send

  • Tap Send

  • Enter the recipient's email address - you can add multiple addresses

  • Edit the subject and message text if needed

  • Add attachments if needed (photo, file)

  • Tap Send

By default, the mobile app sends an online link to the invoice using your phone's native mail app. Your client can open the link to view, download, or pay the invoice.

To also send the invoice as a PDF attachment, go to Settings - Client communication - Email settings and enable Attach document as PDF.

Website

  • Go to Documents - Invoices

  • Click the envelope icon ✉ next to the invoice you want to send

  • Enter the recipient's email address - you can add multiple addresses

  • Edit the message text if needed

  • Add attachments if needed

  • Click Send - a confirmation message appears when the email is sent successfully

By default, emails from the website are sent from invoices@mail.billdu.com with your business name displayed. To send from your own email address, set up SMTP in Settings - Client communication.


Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.

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