- 1
open a draft invoice
in the invoice detail panel, alongside the "send invoice" button is a "preview email" button (drafts only).
- 2
see exactly what lands in their inbox
a modal opens with the email rendered the same way the customer will see it. business name, invoice number, line items, totals, payment-link button, your custom email copy.
- 3
(optional) add a personal note
the preview has an intro field. anything you type lands as a one-line message at the top of the email — "hey sarah, thanks for choosing us" makes a templated email feel personal.
tipuse the intro for first-time customers. for repeat customers, the bare invoice email is fine — they already know who you are.
still stuck?
we respond to every message within 24 hours.