Invoice Emails

Flowtly allows you to send invoices directly to clients via email. The invoice is attached as a PDF and the email message is automatically generated with payment details.

Sending an invoice

There are two ways to send an invoice by email:

1. After saving a new invoice, click Generate PDF and Send to Customer
2. From the invoice list, click the More Options button and select Send via email

Both options open the email settings page where you can customise the delivery.

Email settings page

The email settings page has three sections:

• Client Data — customer email and name, pre-filled from the billing contact if configured
• CC Settings — additional recipients (e.g. finance department, project manager). Organisation-wide CC defaults can be set in Organisation Settings. You can add or remove recipients as needed
• Message — auto-generated message with invoice number, payment information, and amount due. The invoice PDF is attached automatically

After sending

Once sent, the invoice status updates to Sent. The invoice creator also receives an in-app notification confirming the delivery. Both standard invoices and e-invoices (KSeF) are supported.

In-app notifications

Related pages

• Send Invoices
• Invoice List and Creation
• Clients
• Emails & Notifications