{"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\/projects\/sending-invoice-emails","title":{"rendered":"Send invoice emails"},"content":{"rendered":"\n<p>After creating an invoice you have the option to send it directly from Clockify to your client.&nbsp;<\/p>\n\n\n\n<p class=\"note\">This feature is available to workspace admins and owners on Standard, Pro, or Enterprise plans.<\/p>\n\n\n\n<p>For step-by-step guidance on how to send invoices in Clockify, watch the video and follow the instructions below.<\/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\">User interface displayed in this video may not correspond to the latest version of the app.<br><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Send invoice emails from Clockify<\/h2>\n\n\n\n<p>To send an invoice email:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Invoice<\/strong> tab<\/li>\n\n\n\n<li>Choose the invoice<\/li>\n\n\n\n<li class=\"translation-block\">Click the <strong>Send invoice<\/strong> button<\/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\">Optionally check the <strong>Include an expense report<\/strong>, <strong>Attach invoice as PDF<\/strong>, <strong>Send me copy<\/strong> or <strong>Include time report<\/strong> boxes<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Send<\/strong> to conform the action<\/li>\n<\/ol>\n\n\n\n<p>&nbsp;Checking either option sends all expenses included in the invoice to the client in PDF format.<\/p>\n\n\n\n<p class=\"translation-block\">As a result, the email is sent to your client based on the parameters defined in the <strong>Invoice settings<\/strong>.<\/p>\n\n\n\n<p class=\"note\">To make sure your information stays safe, we added a PIN code access to your expense report. You&#8217;ll get this code in the invoice email. Just use it to open the report. The code expires seven days after the email is sent.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Include time report<\/h3>\n\n\n\n<p class=\"translation-block\">With this option you can include a link to a <strong>Detailed time report<\/strong>, so that a client can review work details before processing the payment.&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\">The time report should match the invoice content including date range, project, tasks and billable hours.&nbsp;<\/p>\n\n\n\n<p>Client will receive the invoice email that contains a link to the report.<\/p>\n\n\n\n<p class=\"note\">The report is hosted securely online, so in order to see it, client needs to enter the code provided in the invoice body.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Send invoices to multiple emails<\/h3>\n\n\n\n<p>You can also send an invoice to multiple email addresses, making sure it reaches everyone who needs to see it, from the primary contact, to the finance team.&nbsp;<br>Define up to three additional email addresses for a client when adding or editing their details.&nbsp;<\/p>\n\n\n\n<p>The invoice will always be sent to the primary email address, but you can also CC it to any of the additional email recipients.&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>To add new recipients:&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create, or open created invoice<\/li>\n\n\n\n<li>Before sending, you can add\/edit\/remove any additional email addresses<\/li>\n\n\n\n<li>Select the email addresses you want the invoice to be sent to<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Send&nbsp;<\/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\">If you have permission to manage clients, any email address you edit will be saved to the client&#8217;s profile.<br>If you don\u2019t have permission, you can still edit the address, but the update won\u2019t be saved.<\/p>\n\n\n\n<p><strong>Send a reminder<\/strong><\/p>\n\n\n\n<p>When sending an invoice reminder, you can also select any of the additional email addresses to receive it.&nbsp;<\/p>\n\n\n\n<p class=\"tip translation-block\">For more information about invoice reminders, check out <a href=\"https:\/\/clockify.me\/help\/projects\/invoicing#reminders-if-invoice-is-past-due\">this<\/a> section in the <strong>Create &amp; manage invoices <\/strong>article.  <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Email templates and configuration<\/h2>\n\n\n\n<p>Choose the corresponding email template which will be sent to your client when you send them an invoice through Clockify.<br>For projects that require frequent invoicing, email templates can help you keep a consistent format and save time.&nbsp;<\/p>\n\n\n\n<p>To configure email templates:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to I<strong>nvoice settings<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click the <strong>Emails<\/strong> tab<\/li>\n\n\n\n<li class=\"translation-block\">In the <strong>Email parameters <\/strong>section, find a list of parameters to include in the email&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>Set up email parameters, invoice email template, and reminder email template according to your preferences.<\/p>\n\n\n\n<p class=\"translation-block\">The <strong>invoice email<\/strong> template is the actual content of the email and is customizable to suit your needs.<br>The <strong>Reminder email<\/strong> serves as a friendly prompt for overdue invoices.<\/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\">Related articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/projects\/invoicing\">Create &amp; manage invoices<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/projects\/invoicing-tracked-time-expenses\">Invoice tracked time &amp; expenses<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/projects\/export-invoices\">Export invoices<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","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\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/16439","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=16439"}],"version-history":[{"count":32,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/16439\/revisions"}],"predecessor-version":[{"id":30241,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/16439\/revisions\/30241"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=16439"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=16439"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=16439"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}