Help › Invoicing

Email an invoice to your client

Open this in Talisk HQ

Send a finished invoice straight to your client from Talisk:

  1. Open the invoice under Invoicing › Invoices.
  2. Click Email invoice.
  3. Check the To, Subject, and Message (leave the message blank for the default cover note), then click Send.

Talisk emails the invoice with its PDF attached, marks it sent, and records the receivable. You'll need a connected mailbox and an email address on the client.

When you send an invoice from your phone using the send invoice for job flow, Talisk adds a view & pay online portal link so the client can pay from the email. Your client can always pay through that portal once they open the invoice.

Good to know: Emailing an invoice needs a connected mailbox and a client email on file, and sending it records the receivable in your books. The view-and-pay portal link is added automatically only when you send through the phone's "send invoice for job" flow: the desktop email attaches the PDF.

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