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How do I send an invoice to my client?

You can send an invoice to your client by visiting the Invoice Details screen for the invoice and clicking on the Send action in the Actions panel.

You’ll now be presented with the Send Invoice form.

Here you can edit the recipients (email addresses) the invoice will be sent to, along with email’s Subject and Message.

After clicking Send an email will be sent to your client (and any other recipients you listed) with a link to view the invoice online. If the invoice previously had a status of Draft it will now have a status of Sent.

After your client receives the email and clicks on the link to view the invoice online the invoice will be given a status of Viewed.

If you’d rather send a PDF of the invoice using your own email app you can do that by visiting the Invoice Details screen for the invoice and clicking on the Download PDF action in the Actions panel.

Docs-invoice-action-pdf.png

You can now do whatever you’d like with the resulting PDF.

Note: If you opt to send a PDF via your own email app instead of using Harpoon’s Send action Harpoon will not be able to track if/when the invoice has been viewed.

To learn more about invoicing visit the Invoices support articles.

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