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Send an invoice

WebZaras app1 min readUpdated October 18, 2026

Press Send invoice on the draft, check the email, then press Send email. The customer gets the PDF and a link to their invoice page.

Send the invoice

  1. On a draft, press Send invoice, or tap it in the Zaras app.
  2. Check the email to the customer, with the PDF attached.
  3. Press Send email on the web, or tap Send email in the app.
The Send email dialog for an invoice: the customer in To, the subject and message filled from the template, Attach PDF ticked, and the Send email button
Web — Review the message, then press Send email.
The Send Invoice screen in the Zaras app: the customer email in To, the subject and message, Attach PDF switched on, and Send email
Zaras app — Check the message, then tap Send email.

What you see

Invoice sent confirms it, and the invoice reads Open. Its pricing, terms and issue date are now locked. Once the customer opens their page, it shows Viewed beside the status.

Their page shows the invoice, View PDF and Download PDF. With Settings → Online payments on, it adds a Pay button.

The invoice page a customer opens from the emailed link: the business name, the invoice number and title, its status, the line items and totals, the balance due, and View PDF and Download PDF
What the customer sees — this workspace has online payments off, so there is no Pay button.

Later emails

Send reminder emails an open invoice again. Once it is Paid, Send receipt appears at the top of the invoice.

Delivered it another way? Mark as sent moves it from Draft to Open: This will not send an email or text message.

It won't send

This invoice has no billable total — add line items before sending. Add a line item, then send again.

Who can do this

Sending needs Manage invoices. Owners, admins, office and technicians hold it by default. Others ask an owner or admin under Settings → Team & roles → Roles.