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Sending estimates & invoices

Here's how to send estimates and invoices to customers via email.

Here's how you can send a detailed PDF copy of an invoice or estimate directly to your customer.

When would you use this?

  • Paid Invoice Copy – A customer needs a detailed receipt for their records.

  • Charge Accounts – A fleet or commercial account wants to review line-item details before paying their statement.

You’ll see confirmation beneath the button when an invoice or estimate has been sent.

Step 1: Open the Estimate or Work Order

Step 2: Confirm the customer has an email

  1. If the customer does not have an email, select or update to a customer who does.

     

Step 3: Click “Send Estimate” or "Send Invoice"

  1. Find the button/action to send the invoice.

  2. Click it to email the customer a PDF copy of the detailed invoice.

     

Step 4: Look for the “Sent” confirmation under the button

After sending, you will see a confirmation text underneath the button indicating it was sent.

Step 5: Resending (optional)

If you click the button again later, it will update the “last sent” date and time