Send Invoices to Customers

Deliver invoices via email with optional PDF attachment, SMS notification, and Bcc options for professional billing communication.

Written by Chloe NguyenUpdated over a month ago3 min readBeginner

What this guide covers

This guide walks you through sending invoices to customers in JobsiteOn. You will learn how to use the send feature, configure delivery options, and track delivery status after sending.

Before you send

Before sending an invoice, confirm:

The invoice has a linked contact with a valid email address.
All line items, quantities, and prices are correct.
The due date and payment terms are set.
You have previewed the invoice PDF for accuracy.

Sending an invoice

Open the invoice detail page at /invoices/[slug].
Click Send in the action bar.
The send dialog opens with the following options.

Recipient email

The recipient defaults to the linked contact's email address. Verify it is correct.

Delivery options

Option	Description
Attach PDF	Include the invoice PDF as an email attachment
Send a Bcc to myself	Receive a copy of the sent email
Notify customer via SMS	Send a text notification alongside the email
Preview SMS	Review the SMS content before sending

Configure your preferred options.
Click Send to deliver the invoice.

Screenshot: The send dialog with the recipient email field, delivery options checkboxes, and the Send button.

What happens when you send

The invoice status changes from Draft to Sent.
An email is delivered to the customer with the invoice content.
If Attach PDF is checked, the PDF file is included as an attachment.
A public payment link is generated at /i/[token] for online payment.
The email uses your branding (logo and accent color) in the header.
The send event appears in your Inbox sent threads and in the invoice activity log.

Tip: Enable SMS notification for high-value invoices to increase the chances of prompt payment. Some customers respond faster to text messages than email.

Resending an invoice

If you need to send the invoice again:

Open the invoice detail page.
Click Send again.
The customer receives a new email. Previous sends are preserved in the history.

This is useful when:

The customer says they did not receive the original email.
You edited the invoice and need to send the updated version.
The due date is approaching and you want to send a reminder.

Animation: The send button being clicked, a loading spinner appearing briefly, and a success message confirming the invoice was sent.

Tracking delivery

After sending, check the delivery status:

Invoice detail page — The activity log shows the send event with recipient and timestamp.
Inbox — Navigate to /inbox to see the sent thread with attachment metadata.
Status badge — The invoice status updates to Sent, then Viewed when the customer opens the link.

Note: If the customer does not receive the email, verify the email address and ask them to check their spam folder. You can also share the payment link directly.

Best practices

Send invoices within 24 hours of completing the work for faster payment.
Always attach the PDF for customers who prefer to have a file on record.
Use Bcc to keep a copy in your personal inbox for quick reference.
Follow up if the status does not change to Viewed within a few days.

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