{"id":16439,"date":"2024-02-09T09:11:08","date_gmt":"2024-02-09T09:11:08","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=16439"},"modified":"2026-04-23T07:30:01","modified_gmt":"2026-04-23T07:30:01","slug":"sending-invoice-emails","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/pt\/projects\/sending-invoice-emails","title":{"rendered":"Enviar e-mails de fatura"},"content":{"rendered":"<p>Ap\u00f3s criar uma fatura, voc\u00ea tem a op\u00e7\u00e3o de envi\u00e1-la diretamente do Clockify para o seu cliente.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Nota<\/span><\/div><div class=\"box-content\">\n<p>Esta ferramenta est\u00e1 dispon\u00edvel para administradores e propriet\u00e1rios de espa\u00e7os de trabalho nos planos Standard, Pro ou Enterprise.<\/p>\n<\/div><\/div>\n\n\n\n<p>Para obter instru\u00e7\u00f5es passo a passo sobre como enviar faturas no Clockify, assista ao v\u00eddeo e siga as instru\u00e7\u00f5es abaixo.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ratio ratio-16x9\"><iframe loading=\"lazy\" title=\"Invoices - Management | Clockify Tutorial (2025)\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/utQilWM9-h0?list=PLQAwVmVuWw1FXEgcgUCBZja8Fwha9xy-3\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><figcaption class=\"wp-element-caption\">A interface do usu\u00e1rio exibida neste v\u00eddeo pode n\u00e3o corresponder \u00e0 vers\u00e3o mais recente do aplicativo.<br><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Enviar e-mails de fatura do Clockify<\/h2>\n\n\n\n<p>Para enviar uma fatura via e-mail:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">V\u00e1 para a guia <strong>Faturas<\/strong><\/li>\n\n\n\n<li>Escolha a fatura<\/li>\n\n\n\n<li class=\"translation-block\">Clique no bot\u00e3o <strong>Enviar fatura<\/strong><\/li>\n\n\n\n<li class=\"translation-block\"><strong>Send invoice <\/strong>screen opens with pre filled out info from the invoice<br><img loading=\"lazy\" decoding=\"async\" width=\"350\" height=\"670\" class=\"wp-image-28470\" style=\"width: 350px;\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/send_invoice_emails_from_clockify-1.png\" alt=\"\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/send_invoice_emails_from_clockify-1.png 996w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/send_invoice_emails_from_clockify-1-157x300.png 157w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/send_invoice_emails_from_clockify-1-535x1024.png 535w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/send_invoice_emails_from_clockify-1-768x1471.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/send_invoice_emails_from_clockify-1-802x1536.png 802w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/send_invoice_emails_from_clockify-1-6x12.png 6w\" sizes=\"auto, (max-width: 350px) 100vw, 350px\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Opcionalmente, marque as caixas <strong>Incluir relat\u00f3rio de despesas<\/strong>, <strong>Anexar fatura em PDF<\/strong>, <strong>Enviar-me uma c\u00f3pia<\/strong> ou <strong>Incluir relat\u00f3rio de horas<\/strong>.<\/li>\n\n\n\n<li class=\"translation-block\">Clique em <strong>Enviar<\/strong> para confirmar a a\u00e7\u00e3o<\/li>\n<\/ol>\n\n\n\n<p>&nbsp;Marque uma das op\u00e7\u00f5es e envie ao cliente todas as despesas inclu\u00eddas na fatura em formato PDF.<\/p>\n\n\n\n<p class=\"translation-block\">Como resultado, o e-mail \u00e9 enviado ao seu cliente com base nos par\u00e2metros definidos nas <strong>Configura\u00e7\u00f5es de fatura<\/strong>.<\/p>\n\n\n\n<p class=\"note\">Para garantir que suas informa\u00e7\u00f5es permane\u00e7am seguras, adicionamos um c\u00f3digo PIN de acesso ao seu relat\u00f3rio de despesas. Voc\u00ea receber\u00e1 esse c\u00f3digo no e-mail da fatura. Basta us\u00e1-lo para abrir o relat\u00f3rio. O c\u00f3digo expira sete dias ap\u00f3s o envio do e-mail.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Incluir relat\u00f3rio de tempo<\/h3>\n\n\n\n<p class=\"translation-block\">Com esta op\u00e7\u00e3o, voc\u00ea pode incluir um link para um <strong>Relat\u00f3rio de tempo detalhado<\/strong>, para que o cliente possa revisar os detalhes do trabalho antes de processar o pagamento.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"462\" height=\"424\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-9.png\" alt=\"\" class=\"wp-image-28471\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-9.png 462w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-9-300x275.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-9-13x12.png 13w\" sizes=\"auto, (max-width: 462px) 100vw, 462px\" \/><\/figure>\n\n\n\n<p class=\"tip\">O relat\u00f3rio de horas deve corresponder ao conte\u00fado da fatura, incluindo intervalo de datas, projeto, tarefas e horas fatur\u00e1veis.&nbsp;<\/p>\n\n\n\n<p>O cliente receber\u00e1 um e-mail com a fatura contendo um link para o relat\u00f3rio.<\/p>\n\n\n\n<p class=\"note\">O relat\u00f3rio est\u00e1 hospedado online de forma segura, portanto, para visualiz\u00e1-lo, o cliente precisa inserir o c\u00f3digo fornecido no corpo da fatura.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Enviar faturas para v\u00e1rios endere\u00e7os de e-mail.<\/h3>\n\n\n\n<p>Voc\u00ea tamb\u00e9m pode enviar uma fatura para v\u00e1rios endere\u00e7os de e-mail, garantindo que ela chegue a todos que precisam v\u00ea-la, desde o contato principal at\u00e9 a equipe financeira.&nbsp;<br>Defina at\u00e9 tr\u00eas endere\u00e7os de e-mail adicionais para um cliente ao adicionar ou editar seus dados.&nbsp;<\/p>\n\n\n\n<p>A fatura ser\u00e1 sempre enviada para o endere\u00e7o de e-mail principal, mas voc\u00ea tamb\u00e9m pode adicionar qualquer um dos destinat\u00e1rios adicionais em c\u00f3pia (CC).&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"397\" height=\"656\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-7.png\" alt=\"\" class=\"wp-image-26793\" style=\"width:350px\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-7.png 397w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-7-182x300.png 182w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-7-7x12.png 7w\" sizes=\"auto, (max-width: 397px) 100vw, 397px\" \/><\/figure>\n\n\n\n<p>Para adicionar novos destinat\u00e1rios:&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Criar ou abrir fatura criada<\/li>\n\n\n\n<li>Antes de enviar, voc\u00ea pode adicionar, editar ou remover endere\u00e7os de e-mail adicionais.<\/li>\n\n\n\n<li>Selecione os endere\u00e7os de e-mail para os quais deseja que a fatura seja enviada.<\/li>\n\n\n\n<li class=\"translation-block\">Clique em <strong>Enviar\u00a0<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"396\" height=\"574\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-8.png\" alt=\"\" class=\"wp-image-26794\" style=\"width:350px\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-8.png 396w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-8-207x300.png 207w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/image-8-8x12.png 8w\" sizes=\"auto, (max-width: 396px) 100vw, 396px\" \/><\/figure>\n\n\n\n<p class=\"tip translation-block\">Se voc\u00ea tiver permiss\u00e3o para gerenciar clientes, qualquer endere\u00e7o de e-mail que voc\u00ea editar ser\u00e1 salvo no perfil do cliente. Caso n\u00e3o tenha permiss\u00e3o, voc\u00ea ainda poder\u00e1 editar o endere\u00e7o, mas a atualiza\u00e7\u00e3o n\u00e3o ser\u00e1 salva.<\/p>\n\n\n\n<p><strong>Enviar lembrete<\/strong><\/p>\n\n\n\n<p>Ao enviar um lembrete de fatura, voc\u00ea tamb\u00e9m pode selecionar qualquer um dos endere\u00e7os de e-mail adicionais para receb\u00ea-lo.&nbsp;<\/p>\n\n\n\n<p class=\"tip translation-block\">Para obter mais informa\u00e7\u00f5es sobre lembretes de faturas, consulte <a href=\"https:\/\/clockify.me\/help\/projects\/invoicing#reminders-if-invoice-is-past-due\">esta<\/a> se\u00e7\u00e3o no artigo <strong>Criar e gerenciar faturas<\/strong>.  <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Modelos de e-mail e configura\u00e7\u00e3o<\/h2>\n\n\n\n<p>Escolha o modelo de e-mail correspondente que ser\u00e1 enviado ao seu cliente quando voc\u00ea enviar uma fatura atrav\u00e9s do Clockify.<br>Para projetos que exigem faturamento frequente, os modelos de e-mail podem ajudar voc\u00ea a manter um formato consistente e economizar tempo.&nbsp;<\/p>\n\n\n\n<p>Para configurar modelos de e-mail:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Acesse as <strong>Configura\u00e7\u00f5es da fatura<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Clique na guia <strong>E-mails<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Na se\u00e7\u00e3o <strong>Par\u00e2metros de e-mail<\/strong>, encontre uma lista de par\u00e2metros a serem inclu\u00eddos no e-mail&nbsp;<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"419\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/Edit-invoice-email-template.gif\" alt=\"\" class=\"wp-image-30240\" style=\"width:626px;height:auto\"\/><\/figure>\n\n\n\n<p>Configure par\u00e2metros de e-mail, modelo de e-mail de fatura e modelo de e-mail de lembrete de acordo com suas prefer\u00eancias.<\/p>\n\n\n\n<p class=\"translation-block\">O modelo de <strong>e-mail de fatura<\/strong> \u00e9 o conte\u00fado real do e-mail e pode ser personalizado para atender \u00e0s suas necessidades.<br>O <strong>e-mail de lembrete<\/strong> serve como um aviso amig\u00e1vel para faturas vencidas.<\/p>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">Artigos relacionados<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/projects\/invoicing\">Criar e gerenciar faturas<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/projects\/invoicing-tracked-time-expenses\">Tempo e despesas rastreadas por fatura\n<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/projects\/export-invoices\">Exportar faturas<\/a><\/li>\n<\/ul>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"After creating an invoice you have the option to send it directly from Clockify &#8230;","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[66],"tags":[],"class_list":["post-16439","post","type-post","status-publish","format-standard","hentry","category-invoices"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"tamara radijevac","author_link":"https:\/\/clockify.me\/help\/pt\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/16439","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/comments?post=16439"}],"version-history":[{"count":33,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/16439\/revisions"}],"predecessor-version":[{"id":31019,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/16439\/revisions\/31019"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/media?parent=16439"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/categories?post=16439"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/tags?post=16439"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}