Skip to Content
InvoicesSending Invoices

Sending Invoices

Share invoices via link or email, track when customers view them.

Click Share on any invoice to open the sharing dialog. You have two options: share a link or send an email.

The Link tab lets you generate a secure portal link for your invoice.

  1. Click Share on the invoice detail page.
  2. In the Link tab, the portal link is displayed.
  3. Click Copy Link to copy it to your clipboard.
  4. Send the link to your customer however you prefer — text message, email, messaging app, etc.

The link opens your invoice in the customer portal, where the customer can view it and download a PDF. No login is required.

  • New Link — generates a new link and revokes the old one. Use this if you need to invalidate a previously shared link.
  • Revoke Access — removes the portal link entirely so the customer can no longer view the invoice.

If the invoice is still a Draft, a warning appears: “This invoice is still a draft. Consider marking it as Sent before sharing.”

Sending via Email

ProThis feature requires a Pro subscription ($19/month). Compare plans

The Email tab lets you send the invoice directly from Service Invoice Pro.

  1. Click Share on the invoice detail page.
  2. Switch to the Email tab.
  3. Send To — select the customer to email. Only customers with an email address who haven’t unsubscribed are shown.
  4. Subject — pre-filled with “Invoice [number] from [your business name].” You can edit this.
  5. Personal Message (optional) — add a note that appears in the email body.
  6. Click Send.

After sending, you’ll see a confirmation: “Invoice emailed to [email].” The dialog also shows your send history: “Last sent to [email] on [date].”

Email Sending Requirements

Your account must meet these requirements before you can send invoice emails:

  • Account age or invoice count — your account must be at least 7 days old, OR you must have created 3 or more invoices. This prevents spam from brand-new accounts.
  • Pro subscription — email sending requires a Pro plan.

If your account doesn’t meet these requirements, a message explains what’s needed and how to qualify.

Rate Limits

To maintain email deliverability, sending is rate-limited:

  • 20 emails per day (resets at midnight UTC)
  • 5 emails per hour

The email dialog shows how many emails you have remaining, for example: “15 emails remaining today (4 this hour).”

If you hit a limit, wait for it to reset. Daily limits reset at midnight UTC; hourly limits reset each hour.

View Tracking

When your customer opens the invoice portal link, Service Invoice Pro records the first view. You’ll see:

  • “Customer viewed on [date]” — displayed on the invoice detail page with an eye icon
  • A Viewed badge appears next to the invoice status in the invoice list

This only tracks portal views (when the customer opens the link). It does not track whether emails were opened.

Tips

  • You can share an invoice via both link and email — they’re not mutually exclusive.
  • Sharing or emailing a draft invoice changes its status to Sent and locks it for editing. Make sure you’re happy with the invoice before sharing.
  • If a customer has unsubscribed from emails, they won’t appear in the email dropdown. You can still share via link.
Last updated on
Invoice WorkflowCustomer Portal