{"id":16439,"date":"2024-02-09T09:11:08","date_gmt":"2024-02-09T09:11:08","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=16439"},"modified":"2026-03-12T07:07:05","modified_gmt":"2026-03-12T07:07:05","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<p class=\"note\">Esta ferramenta est\u00e1 dispon\u00edvel para administradores e propriet\u00e1rios de espa\u00e7os de trabalho nos planos Standard, Pro ou Enterprise.<\/p>\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":32,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/16439\/revisions"}],"predecessor-version":[{"id":30241,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/16439\/revisions\/30241"}],"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}]}}