Help Centre / Quotes & Invoices / Sending a quote or invoice to a client

Sending a quote or invoice to a client

Email a document with an optional personal message.

JobFlo emails your quote or invoice to the client with a link to view and, for invoices, to pay. Your client needs an email address on their profile before you can send.

  1. From the document builder, tap Send Quote or Send Invoice. From an already-saved document, tap Send (or Resend).
  2. Check the recipient shown at the top of the send sheet.
  3. Leave the message blank to use the default, or type your own note.
  4. Tap Send.

If the client has no email address on file, the Send button is disabled. Add an email to their client profile first, then send.

You can set a default email message for all quotes and invoices so you are not rewriting it each time.

Was this article helpful?

Related articles

Setting default payment terms and notesWhat your client sees when they open a document

Still stuck? Contact JobFlo