Send an Invoice

After you create your invoice and have finished previewing it to make sure all the information is correct, send your invoice via email to your customer.

When you are sending invoice from a mobile device, you will email them 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 reference your email outbox and see that your invoice was successfully delivered to your customer.

Invoices sent from the web app are delivered from 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 tag 'Sent' applied to it. Once your customer opens your email, your invoice tag will switch from 'Sent' to 'Opened.' When your invoices are marked as paid, they will automatically transfer from the unpaid to the paid section.

The following steps walk you through how to send an invoice — the steps below are similar for all of your document types (estimates, purchase orders and credit memos).

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. From the invoice summary screen, tap on the green Email button
  4. Tap on Send in the top right corner

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 green plus button in the bottom right corner
  3. From the invoice summary screen, tap on the green Email button
  4. Select the mail app you want to send your invoice with
  5. Tap on Send in the top right corner

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. In the top menu invoice header next to Create and Preview, click on Send
  4. Under the balance section to right of the screen, click the green Send invoice button

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

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