How to Send an Invoice to a Client
Use the Send panel to deliver an invoice by email, customize the message, and add CC recipients.
Written By Gemma DeMasi
Last updated About 1 month ago
Sending an invoice does more than deliver an email — it initiates the client-facing billing workflow, including invoice visibility, approvals, signatures, and payment activity.
Opening the Send Panel
Open the invoice.
Click Send or go to Actions > Send to Client.
The Send panel will open.
Recipients
The primary client contact is automatically populated in the To field.
You can also add additional recipients in the CC field.
Note: CC recipients receive invoice access notifications but do not automatically receive signer permissions.
Customizing the Message
The email template can be edited before sending.
Teams commonly use this message area to:
Add project context
Reference payment deadlines
Explain milestone billing
Include additional client instructions
Sending the Invoice
When you click Send:
The invoice becomes visible to the client.
The invoice status updates to Sent.
The send event is recorded in the Activity log.
The client can review the invoice from their portal.
Client Actions
Depending on your invoice configuration, clients may be able to:
Review invoice details
Approve or decline the invoice
Sign the invoice
View payment schedules
Submit payments
Warning: If you make changes after sending the invoice, review the updated version carefully and resend the invoice if needed so the client receives the latest information.
Important Limitations
Changes made after sending may require resending the invoice so the client receives the latest version.
Client visibility depends on invoice display configuration settings.
What Happens Next?
After sending an invoice:
The invoice status updates to Sent
The client gains access to the invoice
The Activity Log records the send event
The client may approve, sign, or pay the invoice depending on configuration