Finance
Send an invoice
Email an invoice to your client now, or schedule it to go out later.
Send the invoice and your client gets an email with a link to view, download and pay it. You can send it straight away or pick a date for it to go out.
Before you start
- Send your first invoice to your own email address. You see exactly what your client will see, including the payment options.
Send it now
- Open the invoice from Finance › Invoices.
- Check the client, Recipient Email, due date and total.
- Select Send Invoice.
- In the Send Invoice window, check the recipients, subject and message.
- Select Send.
You're done when the invoice status changes to Sent and your client has the email. When they open it, the status changes to Viewed.
Schedule it for later
- Open the invoice editor.
- Open the arrow next to Send Invoice and choose Schedule Send.
- Pick the date, check the email, and select Confirm Schedule.
The invoice stays as it is until that date, so you can still change it.
What your client sees
The public invoice shows your business details, the line items and total, and a payment panel with the ways they can pay:
- Online payment, if you connected a provider such as Stripe.
- Bank transfer or another offline method, with your instructions. See get paid by bank transfer.
- If you have set up neither, they see a message that online payment isn't set up yet, with your email address so they can contact you.
For an invoice with a payment schedule, the client sees the next installment first. See deposits and payment schedules.
Good to know
- To share the invoice another way, use Copy public link on the invoice.
- To chase unpaid invoices automatically, set up payment reminders.
- AI assistants, including Agiled AI, can prepare an invoice as a draft for you. Sending it and marking it paid always stay with you.
- If Send Invoice is unavailable, check that the invoice has a client, at least one line item and a total.