Sending invoices
When an invoice is ready, you send it by email straight from CoreHue. Sending marks it Open and gives your client a link to view and pay it.
The send composer
From the invoice, choose to send it and you'll get an email composer with:
- From: your business name and email.
- To: your client's email, already filled in.
- Cc and Bcc: anyone else who should get a copy.
- Subject: a ready-made line with the invoice number and your business name, which you can edit.
- Message: a personal note to your client.
- Send a copy to self: keep a copy in your own inbox.
- Attach PDF: include the invoice as a PDF, when that option is available.
A live preview shows the email exactly as your client will see it.
When you send, the invoice becomes Open and your client gets an email with a link to the invoice.
note
A cancelled or refunded invoice can't be sent.
What your client receives
Your client lands on the public invoice page, a clean page at a link like yourname.corehue.co with your branding and logo. There they can:
- View the full invoice with everything you billed.
- See a Payment Activity list, with receipts to download once payments come in.
- Find your bank transfer details, if you've turned them on.
- Download PDF of the invoice.
- Pay by card, when online payment is set up and there's a balance owing.
After a client pays, the page confirms the payment for them.