How to legally Email Invoices in 4 Simple Steps

Introduction

Emailing invoices is a quick and efficient way to bill clients, ensuring timely payments and maintaining clear records. Here’s a guide on how to email invoices and why Boulder Invoice is the best choice for managing your invoicing needs.

Steps to Email Invoices

  1. Create the Invoice:

    • Use Boulder Invoice to generate a professional invoice with all necessary details, including business and client information, itemized charges, total amount, and payment terms.

  2. Save as PDF:

    • Save the invoice as a PDF to ensure it retains its format and can be easily viewed on any device.

  3. Compose the Email:

    • Draft an email that includes a clear subject line, a brief message summarizing the invoice, and any additional notes or instructions.

  4. Attach the Invoice:

    • Attach the PDF invoice to the email and send it to the client’s email address.

Invoice Emailing Etiquette

A few words of advice about invoice emailing etiquette:

  • DO: Communicate as politely as possible.

  • DO: Express gratitude for their business.

  • DO: Request payment in a courteous manner.

  • DO: Make everything easy to understand.

  • DON’T: Be brusque, pushy, or rude.

  • DON’T: Be vague about what you’re charging for.

  • DON’T: Surprise the customer with unexpected extra costs.

  • DON’T: Send an email or invoice with typos.

Benefits of Using Boulder Invoice

  • Automation: Automatically generate and send invoices, saving time and reducing manual work.

  • Tracking: Track when invoices are opened and viewed, ensuring clients receive and review them.

  • Customization: Customize email templates to maintain professionalism and consistency.

  • Affordability: Boulder Invoice offers a cost-effective solution compared to Skynova, providing robust features at a lower price.

Emailing invoices streamlines your billing process and ensures timely payments. Try Boulder Invoice for free today and experience the benefits of efficient, secure, and professional invoicing. Start your free trial now and see how easy invoicing can be with Boulder Invoice.


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Understanding Shipper Invoices

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Quote vs. Invoice: Understanding the Differences