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Sending Invoices

Once you've created an invoice in Fiskl, you have several options for sending it to your client. This guide will walk you through the process of sending invoices and setting up automated reminders.

Before Sending​

Ensure that:

  1. You've reviewed the invoice for accuracy
  2. You've selected the appropriate payment methods

For details on creating invoices, refer to the Create invoices section of this guide.

Sending Options​

There are multiple methods to sending invoices.

Email​

Email Types​

Fiskl offers two types of email formats for sending invoices:

Standard Emails​

Standard emails are HTML-formatted and provided by Fiskl. They offer the following features:

  • Respect the language setting of the invoice
  • Can be customized with a specific email logo set in Templates and brands
  • Use the primary header color from your invoice template for branding consistency
Custom Emails​

Custom emails allow you to create unique, company-specific messages. You can set these up in Templates and Brands for various scenarios, such as:

  • Overdue reminders
  • Deposit requests
  • Invoice delivery

Custom emails provide you with special templates to give you control over the tone and content of your automated communications.

See all the steps to sending an invoice via email
  1. Click on the "Email" tab in the invoice review screen
  2. Choose between standard or custom email format
  3. Edit the email text if needed
  4. Add Cc or Bcc recipients if required
  5. Click "Send"

Email Options​

Email CC & BCC​

You add CC and or BCC addresses. To add a CC or BCC type the email into the respective input fields.

tip

To send emails from your own domain, you can whitelist it in Invoice & quote settings.

tip

You can add a default BCC to every email in (Invoice & Quote Settings)[/docs/settings/invoice-quote-settings#bcc-for-all-emails]

Share links offer a versatile way to send invoices without relying on email. This method generates the same link used in the "Pay Now" button of emailed invoices, directing your client to a secure page for invoice preview and payment.

Key benefits:

  • Send invoices through any communication channel
  • Use your preferred email client or messaging apps
  • Accommodate clients who prefer non-email communication

Steps to send an invoice via share link

  1. Open the invoice review screen
  2. Click "Generate share link"
  3. Copy the generated link
  4. Paste the link into your preferred messaging app or communication method
info

Generating a share link automatically marks the invoice as "Sent" in the system.

tip

On Android and iOS devices, you can send your invoice directly through any messaging platform. This process generates and sends the link via your chosen message service.

Send via Messaging App​

Sending invoices through messaging apps offers a casual yet trackable method of delivery:

In the invoice review screen, select "Share" Choose your preferred messaging app Send the pre-populated message with the invoice link

info

The share link directs clients to a secure invoice preview and payment page. Messaging apps provide features like read receipts and conversation history for easy tracking and follow-ups.

tip

Consider your client's preferences when choosing between email and messaging apps for invoice delivery.

Setting up Automated Reminders​

Fiskl can send automated reminders for overdue invoices:

  1. Go to the "Email" tab in the invoice review screen
  2. Scroll down to "Overdue reminders"
  3. Select your preferred reminder schedule

Best Practices for Sending Invoices​

  • Always double-check the invoice details before sending
  • Use custom emails for a more personalized touch with regular clients
  • Set up automated reminders to improve cash flow
  • Keep your email templates professional and consistent with your brand voice
  • Use the Fiskl Android and iOS apps to receive push notifications on invoice delivery statuses
  • Check your notifications and emails for any failed delivery notifications

Remember: Clear communication and timely follow-ups are key to maintaining healthy client relationships and ensuring prompt payments.