Invoices, Payments, and Deposits

Sending Invoices to Clients

To email an invoice to a client, open the invoice and click Actions > Email to Client. Emailed invoices will include a PDF attachment of this invoice as well as a link to view the invoice online using Client Hub.

To print an invoice, click Actions > Download PDF to access a printable version. 

To manually record an invoice being sent to your client, click Actions > Mark as Sent.

Once an Invoice has been emailed or marked sent, it will change status to 'Awaiting Payment'.

email-to-client-action.png

 

Emailing an Invoice to a Client

When you email an invoice to your client, a pop up box will come up

Screen_Shot_2018-08-09_at_2.54.45_PM.png

To change the recipients of this email, click on Add Recipient at the top. You can then change the email, or add other emails to send it to. 

Other actions you can take before clicking Send Email

  • Manually edit the email body to provide more or less information to your client
  • Choose Send me a copy to BCC yourself on the outgoing email
  • Add attachments from the right of the pop up - these can be uploaded from your computer or you can choose attachments that have been added to the Internal Notes and Attachments for this client.

 

If you have not done so yet, invoices can be customized to better suit your branding. Learn more about configuring your invoices in our PDF Configuration options. You can also customize the default invoice email from your Email Templates.

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy gathers expert advice, entrepreneur success stories, best practices, and tools for people looking to run smarter, more efficient service businesses.