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How to send an invoice

Best practices for delivering invoices so clients pay faster.

Sending an invoice is not just clicking send — timing, subject lines, and payment convenience all affect how fast you get paid.

The best invoices arrive when the value is fresh in the client's mind, include a one-click payment option, and use a professional template.

Step by step

Double-check amounts, client name, and due date.

Example: "Invoice #1042 from Acme Design — Due April 15"

Thank the client and note how to pay or ask questions.

Use a secure payment link so clients pay immediately.

Enable automatic reminders before and after the due date.

Both. Email with PDF attached plus an online payment link covers all preferences.

Right after deliverable acceptance or per your contract schedule — not Fridays before holidays.

Create a polished invoice in under two minutes — no accounting degree required.

Accept card and PayPal payments on every invoice with one-click setup.

Win work with estimates, then convert to invoices and issue receipts automatically.

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