The fastest way to send an invoice is by email as a PDF attachment. PDFs preserve your formatting on any device, can't be accidentally edited, and arrive at the client instantly. Most modern accounting tools also let you send directly from the dashboard with delivery and open tracking. To send an invoice effectively: - Save the invoice as a PDF — never send a Word, Excel, or screenshot version - Use a descriptive subject line: "Invoice #1234 from [Your Business] — Due 30 May" - Address the email to the accounts payable contact, not just the project manager - Write a brief, friendly message confirming the amount and due date - Include bank, BPAY, or PayID details directly in the email body for convenience - Attach the PDF and CC yourself or your accountant - Hit send and log the invoice in your accounting system If you don't hear back within a few days, send a polite reminder. Sending invoices the same day work is completed — and following up before the due date — is the single biggest driver of getting paid on time.

How to Send Invoice | InvoiceSonic FAQs

How to Send Invoice

The fastest way to send an invoice is by email as a PDF attachment. PDFs preserve your formatting on any device, can't be accidentally edited, and arrive at the client instantly. Most modern accounting tools also let you send directly from the dashboard with delivery and open tracking.

To send an invoice effectively:

Save the invoice as a PDF — never send a Word, Excel, or screenshot version
Use a descriptive subject line: "Invoice #1234 from [Your Business] — Due 30 May"
Address the email to the accounts payable contact, not just the project manager
Write a brief, friendly message confirming the amount and due date
Include bank, BPAY, or PayID details directly in the email body for convenience
Attach the PDF and CC yourself or your accountant
Hit send and log the invoice in your accounting system

If you don't hear back within a few days, send a polite reminder. Sending invoices the same day work is completed — and following up before the due date — is the single biggest driver of getting paid on time.

How to Send Invoice

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