Sending invoices and quotes to customers

Once your invoice or quote is ready, use Send to deliver it to a customer — either an existing customer from your list, or a new recipient added on the fly. The recipient gets a secure link where they can view and, for invoices, pay online if you've enabled that.

If the business the invoice is being sent from has messaging turned off, sending to a brand-new conversation will be blocked in the same way a fresh message would be — existing conversations with that customer aren't affected, so invoices to existing customers still go through as normal.