Invoice Email Review Before Sending

Overview

When you send an invoice via email, BlueClerk now requires you to review the email content before it's sent. This gives you a chance to verify the recipient, subject line, message body, and attachments - ensuring every customer communication is professional and accurate before it leaves your inbox.

How It Works

Required Email Review

When you click "Send" on an invoice:

1. Email preview modal opens automatically
2. Review all email details:
   • Recipient email address
   • Subject line (editable)
   • Message body with your company branding
   • Invoice PDF attachment notice
3. Edit the subject or message if needed
4. Click "Send Email" to confirm and send
5. Or click "Cancel" to return to the invoice without sending

What Gets Previewed

The email preview shows:

• To: Customer email address from the invoice
• Subject: Customizable subject line (defaults to "Invoice [INV-1234] from [Your Company]")
• Body: Branded email template with your logo, company info, and invoice details
• Attachment: Professional PDF invoice

Why Email Review Matters

• Catch errors early - Spot wrong email addresses or typos before sending
• Customize messaging - Adjust subject lines or add personal notes for specific customers
• Maintain professionalism - Ensure every email reflects your brand standards
• Prevent mistakes - No more accidental sends to the wrong person

Tips

• Double-check the email address - Especially for new customers or manually-entered contacts
• Customize subject lines for progress billing - Reference specific milestones or project phases
• Review the message body - Make sure company info and branding look correct
• Use this for estimates too - The same review flow applies when sending estimates via email

Questions

Q: Can I skip the review step? A: No - the review is required to prevent sending errors. This extra click helps you catch mistakes before they reach customers.

Q: What if I need to change the recipient email? A: Cancel the send, go back to the invoice, update the customer's email address, then try sending again.

Q: Does this apply to batch invoicing? A: Yes - when you send multiple invoices together, you'll review the batch email before it's sent to the customer.

Q: Can I edit the email body in the preview? A: Currently, only the subject line is editable in the preview. The body uses your standard branded template. To customize the body, update your email signature in Settings > Company Profile.