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Mood — Complete Guide

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Finances

Overview of Invoices How to Create an Invoice and Add Items from the Library How to Configure the Invoice Client View and Display Settings How to Send an Invoice to a Client How to Sign an Invoice as the Designer How to Use the Invoice Quick View Panel How to Record a Payment on an Invoice How to Issue a Refund on an Invoice How to Create a Purchase Order from an Invoice How to Set Up Fees, Payment Schedules, and Terms on an Invoice Everything WorkPay

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Invoices

How to Send an Invoice to a Client

Use the Send panel to deliver an invoice by email, customize the message, and add CC recipients.

Written By Julia M.

Overview

Send an invoice by email from Workroom. The client gets a link to view (and, if a processor is connected, pay) the invoice.

Before you start

Preview it: share icon → Client View.
Check Client View settings, the payment schedule and terms.

Steps

Go to Finances → Invoices and hover the invoice row.
Click the share icon → Send to Client.
Check To, add any CC, and edit the Subject and Message.
Click Send.

Other ways to share

Copy client link to paste into your own message.
Download PDF.
More → Mark as sent if you sent it another way.

What happens next?

The status changes to Sent and the Activity tab records it.
The Seen column shows when the client opens it.

Important limitations

If you change the invoice after sending, send it again so the client sees the latest version.

How to Configure the Invoice Client View and Display Settings
How to Record a Payment on an Invoice

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