How to Send an Invoice by Email

MyBillDash can send invoices straight to your client's inbox — with a PDF attached and a link so they can view it in their browser.

Step 1 — Open the Invoice

Go to Invoices and click on the invoice you want to send. If it's still a draft, make sure all line items and the due date are correct before sending.

Step 2 — Click "Send Invoice"

Click the Send Invoice button. A send dialog will appear.

Step 3 — Review the Email Details

The dialog shows:

• To: your client's email address (pulled from their profile)
• Subject: pre-filled with the invoice number and your business name
• Message: a default professional message you can edit

Make any changes you need, then click Send.

Step 4 — Confirm It Was Sent

After sending, the invoice status changes to Sent and a timestamp is recorded. You can see this in the invoice detail.

Step 5 — Mark as Paid When Money Arrives

When your client pays, open the invoice and click Mark as Paid. Your dashboard outstanding balance updates automatically.

Tip: If a client hasn't paid by the due date, you can resend the invoice from the same screen — just click Send Invoice again and optionally add a polite reminder note.