How to Send an Invoice Via Email with airSlate SignNow

Preparing Your Invoice for Email

To send an invoice via email, start by preparing the document. Use airSlate SignNow to create a professional-looking invoice by selecting a template or starting from scratch. Fill in the necessary details, including your business name, contact information, the recipient's details, itemized services or products, and the total amount due. Make sure to include payment terms and a due date for clarity.

Once you have completed the invoice, review it for accuracy. This step ensures that all information is correct and that the invoice meets your business standards. You can also customize the invoice by adding your logo or branding elements to make it more recognizable.

Sending the Invoice via Email

After preparing your invoice, the next step is to send it via email. With airSlate SignNow, you can easily attach your completed invoice to an email. Open your email client and create a new message. In the recipient field, enter the email address of the person you are sending the invoice to. Attach the invoice document by clicking on the attachment icon and selecting your file.

In the email body, include a brief message explaining the attachment and any relevant details about the invoice. This personal touch can help ensure that your invoice is noticed and taken seriously. Once you have double-checked the recipient's email address and your message, send the email.

Tracking Invoice Delivery and Status

Tracking the delivery and status of your invoice is essential for effective follow-up. airSlate SignNow allows you to monitor when your invoice has been sent and opened by the recipient. This feature can help you determine the best time to follow up if payment is not received by the due date.

Utilizing tracking features can also provide peace of mind, knowing that your invoice has reached the intended recipient. If necessary, you can send a reminder email or call to ensure they received the invoice and address any questions they may have.

Ensuring Security and Compliance

When sending invoices via email, it is crucial to ensure the security and compliance of your documents. airSlate SignNow provides secure document handling, ensuring that your invoices are protected during transmission. Use password protection or encryption features to safeguard sensitive information contained within the invoice.

Additionally, familiarize yourself with any legal requirements for invoicing in your state. This understanding can help you maintain compliance and avoid potential issues related to invoicing practices.

Common Mistakes to Avoid

When sending an invoice via email, there are several common mistakes to avoid. One frequent error is failing to include all necessary information, which can lead to confusion and delayed payments. Always double-check that your invoice contains the correct details, including payment terms and contact information.

Another mistake is using an unprofessional format. Ensure your invoice looks polished and adheres to your branding. Lastly, avoid sending invoices without a follow-up. Establish a routine for checking in with clients after sending invoices to encourage timely payments.