Sending Invoices to Clients

Learn how to send invoices to your clients using Billo Invoicing. Send immediately, schedule for later, or enable auto-send for seamless billing.

How to Send an Invoice

There are three ways to send invoices to your clients:

Method 1: Send Immediately

  1. Create or edit your invoice
  2. Click "Save & Send"
  3. Invoice is saved and emailed automatically

Method 2: Send Later

  1. Disable "Send Invoice on Save" and save the invoice
  2. Go to Invoices page
  3. Find your invoice
  4. Click "Send" button

Method 3: Auto-Send

Enable "Send Invoice on Save" in Settings:

  • All invoices send automatically when saved
  • Great for recurring invoices
  • Saves time on routine billing

What Gets Sent

The email includes:

  • Invoice preview link (which has a link to download PDF)
  • Payment link (if Stripe connected)
  • Your custom message (optional)

Email Customisation

Default Email Message

Set in Settings > Invoice:

  • Add your branding
  • Include payment instructions

Per-Invoice Message

Add custom message when sending:

  • Useful for special notes
  • Explains context or urgency

If Stripe is connected:

  • Payment link automatically included
  • Clients can pay immediately
  • Secure payment processing
  • Instant payment confirmation

Invoice Status

Track status:

  • Draft: Not sent yet
  • Sent: Emailed to client
  • Viewed: Client opened the invoice
  • Paid: Payment received
  • Overdue: Past due date

Resending Invoices

To resend:

  1. Open invoice
  2. Click "Resend"

Email Notifications

You'll receive notifications for:

  • Invoice sent successfully
  • Invoice viewed by client
  • Payment received
  • Overdue reminders

Troubleshooting

Invoice Not Sending

  • Check client email address is correct
  • Verify email notifications enabled
  • Check spam folder
  • Ensure invoice isn't already sent

Client Not Receiving Email

  • Verify email address spelling
  • Check their spam/junk folder
  • Resend invoice
  • Try alternative contact method
  • Ensure Stripe is connected
  • Check Stripe account status
  • Verify payment link is enabled

Best Practices

  • Send invoices promptly after work completion
  • Include clear payment instructions
  • Set appropriate due dates
  • Follow up on overdue invoices
  • Use payment links for faster payment

Sending invoices on time helps you get paid faster!