How to Send an Invoice or Estimate

Sending invoices or estimates to customers is quick and straightforward. Here’s how:

1. Click the Send (airplane icon) located next to the user avatar at the top-right of your screen.
2. Select either a New Customer or an Existing Customer.
3. Choose the Type as either Send Invoice or Send Estimate.
4. Select the specific invoice or estimate you want to send.
5. Enter your message, or use the default message provided.
6. Click Send Link to deliver the invoice or estimate.

Pro Tip

For a smoother workflow, it’s often better to send invoices or estimates directly from the Sales page. While working on an invoice or estimate, you can easily send it in just a few clicks.

If you need assistance, feel free to reach out—we’re always here to help!