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Preview, send, and sign an invoice

Last updated July 23, 2026

Purpose and common uses​

Preview the invoice before delivery so the customer sees the correct identity, service location, items, terms, tax, total, and balance. Send it by email or SMS, download a copy, or collect a signature.

Before you begin​

Confirm customer contact information, invoice status, due date, payment terms, line items, tax, total, balance, and customer-facing notes. Verify any job attachment is appropriate to share.

Open the invoice preview and download​

  1. Open the invoice.
  2. In Quick Actions, click Preview Invoice.
  3. Review the complete customer-facing presentation.
  4. Close Invoice Preview and correct any issue.
  5. Click Download PDF for the customer copy.
  6. For an internal worksheet, open the three-dot menu and choose Download Worksheet.

Preview and PDF use the current saved invoice details.

Send the invoice​

  1. Click Send Invoice.
  2. Choose email or SMS.
  3. Select the email addresses or phone numbers.
  4. Add a custom recipient when needed.
  5. Enter a personal message.
  6. For email, select any Job Attachments that should be included.
  7. Click the send button.
  8. Review Activity for the delivery event.

Collect a signature​

  1. Open the three-dot invoice menu.
  2. Click Get Signature.
  3. Present the invoice to the signer or follow the signature page instructions.
  4. Have the customer review the invoice and complete the signature.
  5. Return to the invoice and confirm the result is recorded.

Select at least one valid recipient before sending.

What happens next​

The invoice activity records delivery or signature progress. Use Record Payment when money is received, or begin the collections workflow if the balance becomes overdue.

Troubleshooting​

The send button is disabled​

Select a valid recipient matching the delivery method. Add a custom email or phone if the saved contact is missing.

The PDF shows old information​

Close the preview, save the invoice changes, and reopen it. Confirm the latest line items and totals appear before downloading.

Signature cannot be completed​

Confirm the invoice loads fully and has a customer and total. Reopen Get Signature from the invoice action menu.