In Accountable, you can send invoices to your clients in two ways: directly from the app using the built-in email sender, or by downloading the PDF and sending it yourself. This article covers both methods for web and mobile.
1. Send the invoice with Accountable
From the web
Send via the email sender
After you have created the invoice, select "Save & prepare to send"
Add the email address(es) of the recipient(s) in the "To" / "Cc" / "Bcc" fields
Update the text of the email
Click "Send"
You will receive a copy of the email
Select "prepare to send" | Prepare the email | Receive a copy of the email |
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View the status of the email
You will receive a notification in Accountable as soon as the recipient has opened the email.
In the app, you can also follow the status of the email, to trace:
when it was sent
if and when it was opened and read by the recipient
This will be added shortly.
Create an email template using variables
Update the text of the email and click "+ Add variable" to automate fields:
invoice number
client name
invoice amount
invoice due date
Click the 3-dots button on the right, then select "Save as template"
💡 Next time you send an invoice, the same email will be drafted by default (with adjusted variables)
From mobile
💡 Sending invoices from the Income screen is only possible for invoices created via Accountable.
2. Send the invoice yourself
From web
After you have created the invoice, select "Save & download PDF"
Download the PDF file
Send it to your client using your preferred method (email, WhatsApp, post)
From mobile
After you have created the invoice, select "View sharing options"
This opens the sharing options on your mobile phone
Send it to your client using your preferred method (email, WhatsApp, etc.)
Key takeaways
You can send invoices directly from Accountable using the built-in email sender, on web or mobile.
You can add recipient email addresses, customise the email body, and receive a copy automatically.
Email templates with variables (invoice number, client name, amount, due date) save time for recurring sends.
Alternatively, download the PDF and send it yourself via email, WhatsApp, or post.
Need help? Chat with us or email support@accountable.eu, we're happy to help.