How to Send an Invoice (Step-by-Step)

Send professional invoices by email or secure link, get paid faster, and follow up like a pro.

What is an Invoice?

An invoice is a formal request for payment that lists products or services provided, including totals, due date, and payment instructions. A clear invoice helps avoid confusion and speeds up payment.

If you haven’t created one yet, check our guide on how to create an invoice.

When Should You Send an Invoice?

Before Work

Use for deposits or upfront payments.

After Completion

Send immediately after finishing work.

Recurring

Automate monthly or subscription invoices.

How to Send an Invoice

Create Invoice

Use a template or invoicing software.

Add Details

Ensure totals, due date, and payment info are clear.

Add Payment Methods

Include card, bank transfer, or e-wallet.

Send via Email

Attach PDF or send invoice link.

Use Payment Link

Allow clients to pay instantly online.

Follow Up

Send reminders before and after due date.

Best Ways to Send an Invoice

Email (PDF)

Most common and professional method.

Invoice Software

Track views, automate reminders, and get paid faster.

Payment Link

Quickest option for mobile-first clients.

Want to compare tools? See our guide on invoice processing software.

Invoice Follow-Up Timeline

Send Invoice

Include payment link and due date.

Before Due

Friendly reminder 3–5 days before.

Due Date

Send a 'due today' reminder.

Overdue

Follow up politely and ask for payment.

Invoice Email Template

Subject: Invoice INV-001 from Your Business Hi [Client Name], Attached is your invoice for [service/project]. Total: $XXX Due: [Date] You can pay via: [payment link] Let me know if you have any questions. Thanks, [Your Name]

Create & Send Your Invoice Now

Start sending professional invoices in minutes.