Docs » Send an invoice
Sending an invoice
There are three ways to deliver an invoice to your client. Pick whichever fits.
Option 1: Save & Send Email (recommended)
The fastest path. After filling in the invoice, click Save & Send Email →. Invoicely will:
- Save the invoice with status "sent"
- Generate a branded HTML email with a "View & Pay" button, summary card, and a copy of the public invoice link
- Attach the PDF
- Show you a preview modal — exactly what your client will receive
- Click Looks good — send it ✉ and the email goes out
📨 What's in the email?The email includes a Pay Now button (if Stripe is connected), a copy of the link to view the invoice in their browser, and your branded footer. Nothing salesy — just the invoice.
Option 2: Save & Download PDF
Click Save & Download PDF to save the invoice and instantly download the PDF to your computer. Use this when you want to send the invoice through your own email client (Gmail, Outlook), WhatsApp, or print it.
Option 3: Copy public link
From the invoice list, click the 🔗 icon to copy a public link like invoicely.live/invoice/abc123/. Send this anywhere — Slack, SMS, WhatsApp. The client opens the link and sees the invoice + can pay.
Verifying it was received
From the Invoices page, sent invoices show status SENT. Hover over the status badge to see the send timestamp. If a client claims they didn't receive it:
- Check the customer's email is correct (Customers → edit)
- Ask them to check their spam folder
- Try the public link instead — works even if email failed
- See Troubleshooting: Client not receiving emails