How to email a quote or invoice to a customer
Before you start
Email from JobSheet sends an HTML summary (reference, amounts, line totals, customer link). For invoices, open Email to customer and tick Optional attachments (up to five Site files on the linked job or customer). JobSheet does not automatically attach the invoice PDF to customer emails. Use Print / PDF in the browser for quotes or if you need a local PDF from your machine.
You need:
- Customer notifications turned on in Workspace settings
- A customer email address on the quote or invoice
- Customer notifications turned on in Workspace
Email a quote
- Open the quote detail screen.
- Confirm the linked customer has an email address.
- Choose Email to customer.
- JobSheet sends the summary to that address. Check the quote status if you track sent quotes separately.
When the customer accepts from the link (signature or accept flow), JobSheet emails you (the sender of that quote email) with a link to continue in JobSheet. See Get a customer signature on a quote.
Email an invoice
- Open the invoice detail screen.
- Confirm the customer has an email address.
- Choose Email to customer.
- Optionally tick files under Optional attachments in the send dialog.
- Void invoices cannot be emailed. Draft invoices can be emailed once the customer record has an email.
When Stripe Connect is active, the email and customer link include Pay now for open sent invoices.
Note
Automatic due reminders are separate from manual sends. Configure them in Workspace → Notifications.