Sending Invoices

Overview

Once your invoice is ready, send it to your customer for payment. BlueClerk emails professional invoices with a link for customers to view details and pay online (if you've connected Stripe). You can now attach saved company documents (like terms & conditions, warranties, or service agreements) to invoice emails to provide additional context.

Sending an Invoice

Quick Send

1. Open the invoice you want to send
2. Click "Send" or the send/email icon
3. Confirm the recipient email address
4. Add a personal message (optional)
5. Optionally attach saved documents - select from your company's saved PDFs
6. Click "Send Invoice"

Attaching Saved Documents

What Are Saved Documents?

Saved documents are PDFs you've uploaded to your company profile (like warranty information, terms & conditions, or service agreements) that can be attached to any invoice or estimate email. This saves you from manually attaching the same files every time.

How to Attach

1. In the send dialog, look for "Attach Saved Documents"
2. Check the boxes next to documents you want to include
3. Send the invoice - attached PDFs will be included in the email

Managing Saved Documents

To add or remove saved documents:

1. Go to Settings > Company Profile
2. Scroll to "Saved Documents" section
3. Upload new PDFs or remove existing ones
4. Documents are available on all future invoice and estimate sends

What Happens When You Send

• Email is sent to the customer's email address
• Invoice status changes to SENT (if it was DRAFT)
• Payment link included if you have Stripe or Square connected
• Attached documents are included as email attachments
• Invoice syncs to QuickBooks, Xero, or FreshBooks (if connected)

Tips

• Review before sending - Double-check amounts and line items
• Personalize your message - A quick note builds rapport
• Check email address - Typos mean invoices never arrive
• Use saved documents - Attach terms or warranties once, use everywhere
• Track sent invoices - Filter by SENT status to see what's outstanding

Questions

Q: Can I attach multiple saved documents? A: Yes, check as many as you need when sending. All selected PDFs will be attached to the email.

Q: What file types are supported for saved documents? A: Only PDFs. Upload them in Settings > Company Profile > Saved Documents.

Q: Can I edit saved documents after uploading? A: You can update the label/description or remove and re-upload the PDF, but you can't edit the PDF itself in BlueClerk.

Q: Do saved documents sync to accounting software? A: No, saved documents are email attachments only. They don't sync to QuickBooks, Xero, or FreshBooks.

Q: Can I send an invoice without attaching saved documents? A: Yes, attachments are optional. Just uncheck all documents when sending.