Sending Invoices

Once your invoice is ready, DrillerDB provides multiple ways to deliver it to your customers. This guide covers email delivery, tracking, and managing sent invoices.

Quick Start: Send an Invoice

1. Open the invoice
2. Click Send Invoice
3. Verify customer email
4. Add message (optional)
5. Click Send

Step-by-Step: Email Delivery

Step 1: Open the Invoice

1. Go to Billing > Invoices
2. Find the invoice to send
3. Click to open
4. Verify invoice is complete

Step 2: Click Send Invoice

1. Click Send Invoice button
2. Send dialog opens
3. Customer email auto-fills from record

Step 3: Verify Recipient

Check the email address:

Updating Email:

• Click email field to edit
• Or update in customer Rolodex

Step 4: Customize Message

The default message includes:

• Professional greeting
• Invoice summary
• Amount due
• Due date
• Payment link

Personalize:

1. Edit the message text
2. Add special instructions
3. Mention project details
4. Include contact information

Step 5: Send

1. Review everything
2. Click Send
3. Invoice delivers immediately
4. Status changes to "Sent"

What Customers Receive

Email Contents

Payment Portal

Clicking "Pay Now" opens:

• Secure payment page
• Your company branding
• Invoice summary
• Credit card/ACH payment options
• Confirmation after payment

Email Tracking

DrillerDB tracks engagement automatically:

Checking Status

1. Open the invoice
2. View Activity section
3. See all events with timestamps
4. Track multiple sends separately

Multiple Recipients

Adding CC Recipients

1. In send dialog, click Add CC
2. Enter additional email
3. Repeat for more recipients
4. All receive same invoice

Common Scenarios

Updating Customer Record

For permanent billing contacts:

1. Go to customer in Rolodex
2. Add Billing Email field
3. Future invoices use this email

Resending Invoices

When to Resend

• Customer didn't receive
• Email went to spam
• Need different recipient
• Following up on payment
• Sending updated version

Step-by-Step: Resend

1. Open the invoice
2. Click Resend
3. Modify recipient if needed
4. Update message (mention it's a resend)
5. Click Send

Each resend is tracked separately in activity history.

PDF Download and Print

Download PDF

1. Open invoice
2. Click Download PDF
3. File saves to your device
4. Email or mail manually

Print Invoice

1. Open invoice
2. Click Print
3. Print dialog opens
4. Select printer and print

When to Use PDF

• Customer prefers mail
• Need physical copy
• Attaching to other documents
• No valid email address

Preview Before Sending

Step-by-Step: Preview

1. Click Preview button
2. See exactly what customer receives:
   • Email appearance
   • Invoice PDF
   • Payment portal
3. Check branding and formatting
4. Close when satisfied

What to Verify

• Company logo displays
• Line items are correct
• Totals are accurate
• Due date is right
• Payment link works
• Contact info is current

Customer Portal Access

How Customers Access

1. Click link in invoice email
2. View invoice in browser
3. Download PDF if needed
4. Make payment online

Features Available

• View all invoices
• Make payments
• Download copies
• View payment history
• No login required (secure link)

Troubleshooting

Customer didn't receive invoice?

• Check email address spelling
• Ask customer to check spam
• Resend to alternate email
• Use download/print option

Email bounced?

• Invalid email address
• Mailbox full
• Domain blocking
• Update customer record

Payment link not working?

• Check Stripe is connected
• Verify invoice not voided
• Try regenerating link

Tracking not showing?

• Some email clients block tracking
• Give it 24 hours to update
• Check customer opened (not preview)

Related Topics

• Creating Invoices - Invoice creation
• Payment Tracking - Monitor payments
• Stripe Payments - Online payments
• Invoice Reminders - Follow-up