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).

Sending an Invoice

Quick Send

Open the invoice you want to send
Click "Send" or the send/email icon
Confirm the recipient email address
Add a personal message (optional)
Click "Send Invoice"

The invoice status changes from Draft to Sent.

What the Customer Receives

Your customer gets an email with:

Your company name and logo
Invoice number and date
Amount due prominently displayed
Link to view full invoice online
Pay now button (if Stripe is connected)
Any personal message you added

Online Invoice View

When customers click to view the invoice, they see:

Full invoice details
Line item breakdown
Total with tax
Payment options
Your contact information

Before Sending

Checklist

Before hitting send, verify:

Customer email is correct
All line items are accurate
Prices are correct
Tax is applied properly
Payment terms are set
Any notes are appropriate

Preview

Review the invoice preview:

Click "Preview" before sending
See what the customer will see
Catch any errors before they go out

Invoice Status After Sending

Status Updates

Sent: Invoice was emailed successfully
Viewed: Customer opened the invoice
Paid: Payment was received

Tracking Views

When a customer opens your invoice email and clicks to view, the status updates to "Viewed". This lets you know they've received and seen it.

Resending Invoices

When to Resend

Customer didn't receive the original
Changed email address
Reminder that payment is due
Customer requested another copy

How to Resend

Open the invoice
Click "Send Again" or "Resend"
Confirm the email address
Optionally add a message ("Following up on...")
Send

Email Customization

Personal Messages

Add context when sending:

"Thank you for your business!"
"Let me know if you have any questions."
"Payment is due [date]. Thank you!"

Your Business Email

Invoices are sent from:

Your verified business email (if set up)
Or your account email

Set up a business email in Settings > Business Email to use your company domain.

PDF Invoices

Generating PDFs

Open the invoice
Click "Download PDF" or the PDF icon
Save to your device

When to Use PDFs

Customer prefers email attachment
Need to print a physical copy
Archiving for your records
Attaching to other communications

Tips

Send invoices promptly - quicker sending often means quicker payment
Use clear, professional messages
Verify email addresses before sending
Follow up on viewed invoices that haven't been paid
Keep your business email professional

Common Questions

Q: Can I send to multiple recipients? A: Currently invoices send to one email. For multiple recipients, send separately or CC via your email client.

Q: What if the customer's email bounces? A: Check for typos in the email address. Update and resend if needed.

Q: Can I schedule invoices to send later? A: Currently invoices send immediately. Save as draft to send manually later.

Q: Will customers get reminders automatically? A: Automatic payment reminders may depend on your settings. You can always resend manually.

Q: Can I customize the email template? A: The email format is standard. Your company info, logo, and personal message can be customized.

Sending Invoices