How to Send an Invoice through Email Effortlessly

Preparing Your Invoice for Email

To send an invoice through email, start by preparing your document. Use airSlate SignNow to create a professional invoice template that includes your business name, contact information, and a detailed breakdown of services rendered or products sold. Ensure that all necessary fields are filled out accurately, including the invoice number, date, payment terms, and total amount due. This clarity helps prevent any confusion for your clients.

Using airSlate SignNow to Send Your Invoice

Once your invoice is ready, you can easily send it through airSlate SignNow. Upload your invoice document to the platform, and select the option to send it for eSignature. This feature allows you to add signature fields and other necessary elements directly onto the invoice. After preparing the document, you can enter your client's email address and include a personalized message if desired.

Tracking Invoice Status

After sending your invoice, it’s important to track its status. airSlate SignNow provides real-time updates on whether your invoice has been viewed and signed. This feature allows you to follow up with clients promptly, ensuring that payments are processed in a timely manner. You can access this information directly from your dashboard, making it easy to manage multiple invoices at once.

Securing Your Invoice

Security is crucial when sending invoices via email. With airSlate SignNow, your documents are protected with advanced encryption, ensuring that sensitive information remains confidential. Additionally, you can set permissions to restrict access to your invoice, allowing only the intended recipient to view or sign it. This added layer of security helps build trust with your clients.

Customizing Your Invoice Template

To enhance your brand identity, consider customizing your invoice template within airSlate SignNow. You can add your logo, choose specific fonts, and adjust colors to align with your business’s branding. Customization not only makes your invoices look professional but also reinforces your brand every time a client receives an invoice.

Common Issues and Solutions

When sending invoices through email, you may encounter common issues such as email delivery failures or clients not receiving the invoice. To resolve these issues, ensure that you have entered the correct email address and check your spam folder for any missed communications. If a client reports not receiving the invoice, you can resend it directly through airSlate SignNow, ensuring they have access to the necessary documents.