Email a PDF invoice to a customer with one click — or share a payment link via WhatsApp, SMS, or copy-paste. The invoice tracks its open/view/pay status so you know if the customer ghosted you.
Create the invoice as normal. Use Save & Send (instead of just Save) to skip a click.
Email is default and pulls the customer's email from their record. Or pick WhatsApp / SMS / Copy link.
Override the default template for this invoice. Useful for thank-you notes on first invoices or "as discussed" context.
The invoice PDF is attached to the email; the WhatsApp/SMS variant sends a short link to the hosted invoice page (mobile-friendly).
The invoice list shows Sent / Viewed / Paid for each invoice. Click a status icon to see the timestamp history.