Sending Your First Invoice

Before you start

• You've signed up (no card required).

• You've added at least one client with an email address.

• You've drafted an invoice.

Step 1: Click Send Invoice

Open the invoice you want to send. Click the Send Invoice button. The email goes out immediately - no card prompt, no extra steps.

Step 2: What the client sees

Your client receives a professional email with your business name, the invoice total, a brief preview, and a link to view the full invoice in their browser. From there they can download the PDF, view the line items, and (if you've connected Stripe) pay online.

If the modal fails

If the card is declined or the modal errors out, the invoice stays in its current state and no email is sent. You can retry from the same Send Invoice button. Common causes:

• Insufficient funds or address mismatch - try a different card.

• Browser blocking Stripe.js - disable ad blockers or try a different browser.

• Stale page - refresh and try again.

After the first send

Every subsequent send works the same way as if the card had always been there - you click Send Invoice and the email goes out instantly. The 25/30-day cap and (for new accounts) 5/24h cap still apply on the free plan.