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Invoices

How to send an invoice to a client

Email an invoice with a View & pay button, and what your client sees.

Written By Julia M.

Overview

Send an invoice by email from Workroom. Your client gets a View & pay button that opens the invoice, where they can pay online.

Watch it: the Finances lesson in Campus, step 4, “Invoice and get paid”, chapter 3, “Paid online” (starts at 0:40).

Before you start

  • Check it with Preview as client at the top of the invoice.

  • Check the payment schedule and the terms.

Steps

  1. Open the invoice and click Save and send. If your studio needs an owner’s sign-off first, the button reads Submit for sign-off.

The top of a draft invoice with Save, Preview as client and Save and send

  1. Check To, add anyone in CC, and edit the Subject and Message. The message starts from your Invoice email template.

  2. Leave Attach the invoice as a PDF ticked to attach the PDF.

  3. Click Send.

Send dialog with To, CC, Subject, Message, the email’s View & pay button and the PDF attachment

What happens next

  • The status moves to Sent, then Viewed with the time your client opened it.

  • Your client sees the balance due, the next payment and when it is due, with a Pay button.

  • A payment they make online shows at once on the invoice, its PDF and your list.

What your client sees: the balance due, the next payment and the Pay button

Good to know

  • Once an invoice has been sent, the button reads Send again.

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