01
Send by email
- 1
Open the invoice
Review the draft and choose Send invoice.
- 2
Select recipients
Choose one or more client contacts that have email addresses. Optionally send yourself a copy.
- 3
Review the message
Confirm the subject and message. The secure invoice link is included for the recipient.
- 4
Send
After the email is accepted for delivery, the invoice moves from draft to open.
Watch out
A contact without an email address cannot receive an invoice. Add a client contact with an email before sending.
02
What the client can do
- Open the invoice from its secure public link without signing in.
- Print it or use the browser's print dialog to save a PDF.
- Follow the sender's payment instructions or contact them to arrange payment.
Payment records
Online invoice payments are not supported in Unify Revenue. After receiving payment outside Unify Revenue, record it on the invoice to update its balance and status.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.