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Send an invoice by e-mail, with the PDF and the portal link

Send Invoice e-mails the invoice from your own mailbox, with the PDF attached and a link to the customer portal. Pick a template, reuse a previous e-mail, add copies and files — the draft becomes issued.

M
Monfri Team
Updated ·3 min read

Open the invoice and click Send Invoice (on a draft) or Send Email (on an invoice already sent). Sending needs the CRM Editor or Admin role and a mailbox of your own — see Your mailbox.

The Send Invoice via Email window

  • From — your mailbox. If you have more than one, pick it; the default is marked. Invoices always go from your own mailbox, never a colleague's.
  • Reuse a previous email — load the recipients, subject and text of an earlier send of this invoice or another one. The invoice number, amount and dates are updated to this invoice; read it before sending.
  • Email Template — appears when your workspace has templates of the category Invoice. Picking one fills the subject and the text. See Email templates.
  • To — prefilled with the customer's address. Separate several addresses with commas (up to 10). + Cc and + Bcc add copies.
  • Subject and Message — by default Invoice 0000000012 from Your Company, in the invoice's language.
  • Attachments — Add files: up to 10 files of up to 10 MB each.

Click Send.

What the customer receives

  • The e-mail from your mailbox, in the invoice's language — a Bulgarian invoice gets a Bulgarian e-mail.
  • The PDF, attached as Invoice_0000000012.pdf (a proforma as Proforma_PF-….pdf), made fresh at sending.
  • A link to the invoice in the customer portal, added at the end if your text does not include it. Opening it marks the invoice Viewed.

A draft becomes Sent — issued. Every send is listed on the invoice under E-mails.

If your mailbox has no SMTP settings, the e-mail goes through Push from your workspace's sender, and replies come to you; it can carry PDF files only — see Your mailbox.

The PDF without sending

Download PDF on the invoice page downloads the same PDF. Its language is the invoice's language: Bulgarian invoices print in Bulgarian, with the legal fields; English invoices in English.

If you deliver the invoice another way, click Mark as Sent to issue it without an e-mail.

If something doesn't work

You need to configure an email account before sending invoices.

You have no mailbox in CRM. Connect one in My settings → Mailbox: Your mailbox.

No recipient email address found

The customer has no e-mail address. Type it in To, or add it to the contact.

Please enter at least one recipient email address

To is empty.

This is a recurring template — its schedule issues the invoices; it is never sent itself.

The invoice is a recurring schedule's template (TPL-…). Send the invoices the schedule creates.

This proforma was converted to an invoice — send the invoice instead.

Open the invoice made from the proforma and send that one.

The supplier's company name, ЕИК, address are missing — fill them in under Settings → Invoicing settings → Company before issuing (чл. 114 ЗДДС). The draft is kept.

See Before your first invoice.

Failed to send invoice: …

Your mailbox refused the message — usually a wrong SMTP password or server. Check the mailbox's settings and try again.

More in Invoicing

Help

Before your first invoice: your company details, numbering and VAT

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