Sending invoices

Sending

Open the invoice and press Send invoice. You get an email composer with the client already filled in, a subject and a message you can edit, and a live preview of the email beside it.

Attach PDF is ticked by default, and Send a copy to me puts one in your own inbox.

Use a saved email template if you send similar messages often, and drop the client's first name in so it reads properly.

Sending moves the invoice from draft to open. That's the point it becomes a real document.

What the client gets

An email headed "Your invoice is ready" with your message, a panel showing the issued date, the due date and the amount due, and a View invoice button. Opening it shows the invoice with your business details, the line items, the total, what's due and how to pay.

They don't sign in or create anything.

Sharing the link instead

Share with link, at the top of the composer, marks the invoice as sent without emailing anything. CoreHue confirms first with Share with link, and the button reads Mark as sent the first time. You then copy the link from the invoice itself.

Share on the invoice opens Share invoice with the Invoice link ready to copy and send however you like: WhatsApp, text, or the email thread you're already in. It's the same page a client would reach from the email.

Sending again

Once an invoice has been sent, the main button reads Resend invoice. It sends the same invoice, not a new one, and the number and amounts stay put.

Do this when someone has lost the email. Before you do, check Email history in the invoice's three-dot menu. If the first email came back undelivered, sending it again to the same address fails the same way. See When an email doesn't arrive.

If the contact has no email

The composer stops and asks you to add an address or share the link instead. An invoice needs a contact, but it doesn't need an email address unless you're emailing it.

Reminders

You don't have to chase manually. CoreHue can send reminders before and after the due date, and they stop as soon as the invoice is paid. While an invoice is still collectible its header shows a reminder pill with Send reminder, Pause and Resume. See Invoice reminders.

Automatic reminders work far better than remembering. They're less awkward too. Nobody feels personally chased by a scheduled email.

Before you send

Check the due date. With no due date, the invoice never shows as overdue and no reminders go out.

Check it accepts a payment method. An invoice with none is view-only: the client can read it and has no way to pay.

Preview it. The preview shows exactly what they'll see, and catches the wrong contact, a missing line or a stray draft note.

If a client gets stuck paying

Paying an invoice is written for them, and covers deposits, bank transfers and receipts.