How do I send an invoice?¶

myaccountant emails the invoice to your customer as a PDF attachment.

When creating the invoice¶

Click Save & Send. The invoice is saved and emailed to the customer's email address. If they don't have one on file, you'll be asked to enter a recipient.

Sending an existing invoice¶

Step 1. Open the invoice and click the Send by email (envelope) button in the toolbar.

Step 2. In the Send invoice dialog, check the Recipient email and optionally add a Message.

Step 3. Click Send. A Draft invoice automatically moves to Sent.

Just want to mark it as sent? If you sent the invoice another way, open the row menu on the Invoices list and choose Mark as Sent — this updates the status without emailing anything.

When does a sent invoice show up in your reports? If your Accounting Method (via Settings on the Invoicing page) is Accrual (Non-Cash), it counts as income as soon as it's sent. If it's Cash, it counts when the money is received — see How do I mark an invoice as paid?

Related guides¶

• How do I create an invoice?
• How do I mark an invoice as paid?
• How do I create a quote?