When you are emailing an invoice from a mobile device, it will be sent through the default email on the device. iOS devices will send invoices through the default Mail app and Android devices will send from the mail app of your choice (Gmail, Yahoo, etc.). Once you send your invoices from your mobile device, you can open your email outbox folder and see that your invoice was successfully delivered to your customer.
Invoices sent from the web app are delivered through Invoice2go's email domain invoice2go@communications.2go.com. Even though your invoice is sent from Invoice2go's email domain, your invoice is delivered to your customer as though it coming from you.
The following steps walk you through how to email an invoice — the steps below are similar for all of your document types (estimates, purchase orders, and credit memos).
iOS
- Tap Invoices and open the invoice you wish to email
- From the preview and manage screen, tap Send
- Tap Email. This will open the pre-filled email with your invoice attached.
- Tap the Send arrow in the top right corner to send the invoice
Android
- Tap Invoices and open the invoice you wish to email
- From the preview and manage screen, tap Send
- Tap Email and choose the email app that you wish to use. This will open the pre-filled email with your invoice attached
- Tap Send in the top right corner to send the invoice
Web
- Click on Invoices and open the invoice you wish to email
- At the top of the screen next to Create and Preview, click on Send
- Check to make sure the email is filled out to your liking (recipient, CCs, attachments, etc.)
- On the right of the screen above payment options, click on Send invoice to email the invoice