Sending Invoices
Once your invoice is ready, DrillerDB provides multiple ways to deliver it to your customers. Email delivery is the most common method, offering instant delivery and automatic tracking.
Email Delivery
To send an invoice via email:
- Open the invoice from your invoices list
- Click the "Send Invoice" button
- Review the recipient email address from the customer record
- Optionally add a custom message or note
- Click "Send" to deliver the invoice immediately
The customer receives a professional email with your company branding, a summary of the invoice, and a link to view the full invoice online.
Invoice Preview
Before sending, you can preview exactly what the customer will see:
- PDF invoice attachment
- HTML email body with invoice summary
- Payment instructions and due date
- Link to customer portal for online payment
- Your company contact information
The preview ensures everything looks correct before the customer receives it.
Multiple Recipients
You can send invoices to multiple email addresses if needed. This is useful when billing contacts differ from project contacts, or when multiple stakeholders need to receive the invoice.
Add additional recipients by:
- Including CC addresses in the send dialog
- Updating the customer record with multiple billing contacts
- Forwarding from your sent items
Email Tracking
DrillerDB automatically tracks invoice email engagement:
- Delivered - Email successfully delivered to recipient
- Opened - Customer opened the email
- Clicked - Customer clicked the invoice link
- Viewed - Customer viewed the full invoice
This tracking helps you understand when to follow up on unpaid invoices. If an invoice hasn't been opened after several days, you may need to verify the email address or contact the customer directly.
Resending Invoices
You can resend invoices at any time from the invoice detail page. This is useful for:
- Following up on overdue invoices
- Sending to a different email address
- Resending if the customer lost the original
- Sending updated versions if changes were made
Each send is tracked separately, so you can see the complete delivery history.
PDF Download
In addition to email delivery, you can download invoices as PDF files for:
- Printing and mailing
- Attaching to other correspondence
- Record keeping and archival
- Sharing via other channels
The PDF maintains all formatting and branding from your online invoice template.
Customer Portal Access
Customers can also access their invoices through the DrillerDB customer portal. After receiving the email, they can log in at any time to view all their invoices, make payments, and download copies. This provides a convenient self-service option that reduces support inquiries.