Email Delivery
Send invoices directly — no downloads, no attachments, no hassle.
Stop downloading PDFs, opening your email client, and manually attaching files. Invoify lets you send invoices directly from the editor or invoice view. Compose a professional email with a pre-filled subject and body, add CC and BCC recipients, and send — the PDF generates and attaches automatically. Your client receives a polished email with your invoice ready to open.
Why your business needs this
One-click sending
Send an invoice by email without leaving the platform. No downloading, no switching to your email client, no manual attachments.
Professional presentation
Pre-filled email templates with your business name, invoice number, and amount. Your client sees a polished, professional message.
CC and BCC support
Copy your accountant, business partner, or team members on invoice emails. Add multiple recipients with the chip input.
Send copy to yourself
Toggle "send copy to self" to keep a record in your own inbox alongside the platform's delivery tracking.
Step by step
Click "Send by Email"
From the editor or invoice detail page, click the send button. A composition modal opens with pre-filled fields.
Review and customise
The To field is pre-filled with your client's email. Subject and body are auto-generated with invoice details. Edit anything you like.
Add recipients
Add CC or BCC addresses using the chip input. Toggle "Send copy to self" to get a copy in your inbox.
Send
Hit send. Invoify generates the PDF, attaches it to the email, and delivers it. The invoice status updates to "Sent" automatically.
Everything included
Pre-filled templates
Email subject and body auto-fill with invoice number, client name, amount, and due date.
PDF auto-attachment
The invoice PDF generates on-the-fly and attaches to the email — no manual download needed.
Chip-based recipients
Add multiple To, CC, and BCC addresses with an intuitive chip input.
Self-copy option
Send a copy to your own email address for record-keeping.
Status auto-update
Invoice status changes from Draft to Sent when the email is delivered.
Email quota tracking
Track how many emails you have used this month from your plan allowance.
Get paid faster
Invoices sent directly by email reach clients immediately. The faster your client receives the invoice, the sooner the payment clock starts. Eliminating the download-attach-send workflow saves 3-5 minutes per invoice.
Configuration Tips
- 1Add your client's email address to their contact record so it auto-fills when you send invoices.
- 2Include your bank details in the invoice notes so clients have payment information in both the email and the PDF.
- 3Use BCC to copy your accountant on invoices without the client seeing their address.