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Invoicing

Sending an Invoice

Email invoices to your clients directly from Officaid with the PDF attached automatically.

Deliver invoices straight to your client's inbox

Skip the extra steps. Send invoices straight from Officaid and the PDF is attached automatically, ready for your client in seconds.

Before You Begin

Make sure the invoice has been approved and is no longer in Draft status.

Still have a draft? See Understanding Invoice Statuses to learn how to approve it.

Steps

  1. 1 Open the invoice you want to send.
  2. 2 Click the Send Email button.
  3. 3 Review the To field. This is pre-filled with email addresses from your client's company and primary contact.
  4. 4 Add more recipients if needed by typing in the input field.
  5. 5 Enter a Subject line and compose your message in the body.
  6. 6 Click Send Email to send.

You'll see a success message confirming how many recipients received the email.

Adding Recipients

The To field shows all available email addresses from the client's contact record. To add recipients:

  • Type a name or email address. Matching contacts from the directory will appear.
  • Click on a suggestion to add it, or press Enter to add a new email address.
  • Only emails that appear as selected chips will receive the invoice.
If the email address doesn't exist in your directory, it will be added automatically when you send.

Writing Your Email

Keep your invoice emails clear and professional. A good invoice email includes:

  • A clear subject line (e.g., "Invoice INV-20251200001 from [Your Company]")
  • A brief greeting and reference to the work or service provided
  • The due date and payment instructions
  • A polite closing
Double-check recipient email addresses before sending. Invoices sent to the wrong address may delay payment.

Frequently Asked Questions

Yes. Add as many recipients as you need in the To field. Each selected email will receive a copy of the invoice.

The client receives an email with your subject and message, plus the invoice attached as a PDF.

Yes. Open the invoice and click Send Email again. You can send it to the same or different recipients.

What's Next?

  • Recording Payments to mark invoices as paid
  • Sending Invoice Reminders to follow up on unpaid invoices
  • Understanding Invoice Statuses to track your invoices
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