Send invoices from the same place you create and download them.
Creating a PDF in one tool and sending it from another creates extra steps, duplicate files, and missed recipient records.
Users can create the invoice, choose an email template, send it to the client, and keep the recipient contact in the account history.
Sending the invoice from the same place you created it solves a small problem that causes a surprising amount of trouble: knowing what was actually sent, to whom, and when. Once invoices go out from a personal email account, that record depends on someone's sent folder.
It also fixes the attachment problem. Invoices sent as attachments from an unfamiliar address are a well-known phishing pattern, and some corporate mail systems strip or quarantine them.
| Invoice line item | Description | Example amount |
|---|---|---|
| Copywriting - product pages | 8 product descriptions, delivered 12 August. | $640.00 |
| Editing round | Second revision pass following client feedback. | $180.00 |
| Rush surcharge | Turnaround shortened from 5 working days to 2. | $120.00 |
| Sales tax | Applied to services at the registered rate. | $94.00 |
| Referral credit | Credit issued for a client introduction in July. | -$100.00 |
Ask new clients where invoices should go before the first one. Many companies have a dedicated accounts payable address, and an invoice sent to your project contact can sit unforwarded for weeks.
Keep the covering email short. The person opening it is checking three things: who it is from, how much, and by when.
Send during working hours in the client's timezone where you can. Invoices that arrive overnight land at the bottom of a morning inbox.
Your project contact is often not authorised to pay and may not forward it promptly.
Corporate filters treat unexpected attachments cautiously, and some quarantine them silently.
If the email does not state the total and due date, it takes an extra click to act on.
Without a logged send, "we never received it" is impossible to answer.
Create 5 invoices every month for free, then upgrade as you grow.