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📧 How to Send an Invoice to the Customer

This article shows you how to send completed invoices to customers via email.

Laura avatar
Written by Laura
Updated over a month ago

Overview

Once your invoice is ready, you can send it directly to the customer. This guide shows how to select the invoice, use the Send button, and preview what the customer receives.


Step 1: Open the Invoices section


In the left menu, click Billing to expand the section, then click Invoices.


Step 2: Select the invoice you want to send


From the list, find the invoice you want to email, and click it to open the full details.

Make sure the invoice status is Issued; drafts cannot be sent.


Step 3: Click Send Invoice


In the top right corner of the invoice view, click Send Invoice. This will automatically send the invoice by email to the customer.


Step 4: The customer receives the invoice via email


The customer will receive the invoice as a PDF attachment, with a short email message.

Your boater gets an email like the one shown here (left), with the PDF invoice attached (right). The logo, marina address, and tax details fill in automatically.


Want to see the full message?


​That is it, the customer now has your invoice.


🙋‍♀️ Need more help? Click the Messenger icon at the bottom right to contact our Support Team.

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