How to Send an Invoice Email

Sending an invoice email is the fastest, most professional way to deliver an invoice. The key is to send a PDF (never an editable file), use a clear subject line, and include payment instructions in the email body.

To send an invoice by email: 1. Save the invoice as a PDF — never as Word, Excel, or a screenshot 2. Address the email to the accounts payable contact, not the project manager 3. Use a clear subject line: "Invoice #1234 from [Your Business] — Due 30 May" 4. Open with a friendly greeting using the contact's name 5. Briefly confirm the work completed and the total amount 6. Include bank, BPAY, or PayID details directly in the body 7. State the payment due date clearly 8. Attach the PDF and CC yourself or your accountant 9. Send and log it in your accounting system

Send invoices the same day work is finished — every day delayed is a day later you'll be paid. A polite reminder email 2–3 days before the due date can also speed up payment significantly. If you're using InvoiceSonic, you can email invoices directly from the dashboard with delivery tracking.