Email an Invoice

After you create your invoice and have finished previewing it to make sure all the information is correct, you can send your invoice via text or email to your customer. This article will explain how you can send invoices through email.  

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 (e.g 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@spemail.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. 

All invoices you send will have the status 'Sent' applied to it. Once your customer opens your email, your invoice status will change from 'Sent' to 'Opened.' When your invoices are marked as paid, they will automatically move from the Unpaid to the Paid folder.

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).

 

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iPhone and iPad

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to send or create a new invoice by tapping on Create invoice at the bottom of the screen
  3. If you are creating a new invoice, you will need to Save it first before you can send it. Tap on Save, and the action bar will appear at the bottom of the screen. Ensure that you have entered an email address for your client
  4. If you have already saved the invoice, you will see the action bar. Tap on Send, then choose Email
  5. This will open the pre-filled email with your invoice attached. Tap on Send in the top right corner to send the invoice

Android

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to send or create a new invoice by tapping on Create invoice at the bottom of the screen
  3. If you are creating a new invoice, you will need to Save it first before you can send it. Tap on Save, and the action bar will appear at the bottom of the screen. Ensure that you have entered an email address for your client
  4. If you have already saved the invoice, you will see the action bar. Tap on Send, then choose Email
  5. From the apps box, choose the email app that you wish to use
  6. This will open the pre-filled email with your invoice attached. Tap on Send in the top right corner to send the invoice

Web

  1. From the side navigation menu, click on Invoices
  2. Select the invoice you would like to send or create a new invoice by clicking on Add invoice in the top right corner
  3. At the top next to Create and Preview, click on Send
  4. Ensure that your client's email address is entered in the To field
  5. On the right of the screen, click the green Send invoice button to email the invoice

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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