How to send an invoice over email.
Follow these steps to securely send your invoices over email.
Technology makes transactions seamless and simple, as long as you’re using secure software and common sense. Skip the paperwork, mail, and payment delay that comes with sending a paper invoice. Follow these steps to write and send digital invoices easily.
Write a digital invoice.
If you’re the one sending the invoice, you probably already know that invoices are how you get paid for the products you sell or the services you provide.
A professional invoice should include information about both the vendor and customer, including addresses and phone numbers. Your invoice should also include the date of transaction, date of the invoice, and an itemized list of products or services provided. It should further list any payments already made, any discounts provided, and any service or late fees. Finally, ensure the total amount due is included, along with instructions and a due date for payment.
Email a digital invoice.
Invoices sometimes require the recipient’s signature to certify they agree to pay. If you’re sending your invoice over email, you’ll want to include an electronic signature. E-signatures are legal and binding in every state and territory in the U.S. and many other countries around the world.
Create a PDF of your invoice and attach it to your email. Ensure the body of your email includes the appropriate context (you don’t want to just send a blank email with an attachment). Especially if you’re a small business owner, sending an invoice is part of the overall customer service experience, and so you’ll want your note to be thoughtful and authentic as well as appropriate to the products or services you’ve provided.
Do more with your documents.
Learn what else you can do in Adobe Acrobat Pro DC with e-sign to streamline your business processes and digitize your systems.