Quotify CRM lets you send invoices directly to the customer's email, with the option to include the PDF version of the invoice as an attachment.
📤 How to Send an Invoice via Email
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Open the invoice you want to send
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Click the Email (Send Invoice) button
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By default, the PDF invoice will be attached to the email
→ To skip attaching the PDF, simply uncheck the box labeled:
"Attach Invoice PDF"
🔄 Resending an Invoice
If the invoice has already been sent and you send it again, Quotify uses a different email template for follow-ups or repeat sends.
To edit this second-time email content:
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Go to Setup → Email Templates
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Find and edit:
“Invoice Already Sent to Client”
This ensures the customer gets the right context if they request the invoice again.
✅ Who Receives the Invoice?
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All contacts associated with the customer who have invoice email notifications enabled will be selected automatically.
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You can manually adjust recipients before sending.