Send an invoice by e-mail

Send an invoice

1. Open Finances › Sales invoices in the menu.
2. Click the actions button (⋮) at the end of the invoice’s line and choose Send. On the invoice page, click Send invoice.
3. Check the fields below.
4. Click Send.

The fields

• From: your workspace’s e-mail address at first. When the client replies, the reply goes to this address.
• To: the client’s e-mail address at first. To send to several people, separate the addresses with a semicolon (;).
• Message template: choose a ready-made message. It replaces the subject and the message.
• Subject and Message: change them as you like. Skileo can write the message for you. See Write with AI.
• Language of the links and the PDF: the language of the attached PDF and of the links in the e-mail. At first, it is the language of the invoice.
• Send invoice as attachment: on at first. Turn it off to send only the links.

Placeholders

Type these words in the subject or the message. Skileo replaces them with the invoice’s details when it sends the e-mail:

• [invoice_number]: the number of the invoice.
• [invoice_amount]: the total, with the currency.
• [invoice_duedate]: the due date.
• [company_name]: the name of your company.
• [invoice_link]: the link to the invoice page, where your client can see the invoice and pay it.
• [download_link]: the link to download the PDF.

If the message uses neither link, Skileo adds the link to the invoice page itself.

Message templates

Write your usual messages once, in Settings, Invoice messages. The default template fills in the subject and the message each time you send an invoice.

What your client receives

The e-mail comes from Skileo, under the name of your workspace. It holds your message and, if the switch was on, the invoice as a PDF file.

If you uploaded the invoice as a PDF, Skileo sends that file instead of the PDF it makes. See Fill an invoice from a PDF or add many at once.

After sending, the list shows Sent on with the date, under the status. The invoice page also shows Sent to, the addresses it was sent to.

Send several invoices at once

1. In the list, tick the invoices.
2. Choose Send per e-mail at the top.
3. Type the address in To, then check the subject and the message.
4. Check the ZIP file name. Skileo doesn’t add “.zip” to the name: type it at the end.
5. Click Send.

Your client receives one e-mail with a ZIP file, which holds the PDF of each invoice.

Share the link instead

Each invoice has its own page, which your client can open without an account. To open it, click the actions button (⋮) on the invoice’s line and choose Open public link. Copy the address of the page and send it the way you like. See Let clients pay an invoice online.

Common questions