Send an invoice by email

Send it

1. Open the invoice from Invoices.
2. Tap Send Invoice (or Resend if it's already been sent).
3. Check Recipient Email — it's filled in from the client's email.
4. CC — filled in from the client's saved CC emails. Add or remove addresses for this invoice, separated by commas. Up to 10. See CC emails for a client.
5. Edit the Message if you like. It starts with a greeting, the trip dates, and your name.
6. Tick BCC myself a copy to get a copy at your own email.
7. Under Additional Attachments, tick Attach W-9, Attach W-4, or Attach Payment/Banking Info if you want them. See What's attached to an invoice email.
8. Tap Send Invoice.

You'll see "Invoice sent successfully!" and go back to the dashboard. The invoice status changes to Sent, and it counts toward Outstanding until you mark it paid.

If your address or phone is missing, CrewRoo asks for it first. See Your details on invoices.

What your client gets

An email from "Your Name via CrewRoo" with the invoice PDF and, if the invoice has receipts, a receipts PDF. When your client hits reply, it comes to your email. See What your client receives.

Resending

Tap Resend on a sent or paid invoice to send it again — for example to a different address. Resending a paid invoice sets it back to Sent and clears its paid date; mark it paid again afterwards.

A void invoice can't be sent. Use Regenerate Invoice to make a new one.

Want the PDF to send some other way? Tap Download PDF on the invoice. See Download an invoice PDF.

Limits and errors

• You can send up to 5 invoices a minute, 15 an hour, and 40 a day. Past that you'll see "Too many requests. Please try again later."
• "Invoice sent — but check its status" means the email went out but the status didn't update. Don't send it again, or your client gets it twice.
• "Your subscription is not active" — sending needs an active trial or subscription. See When your trial ends or a payment fails.
• Client didn't get it? Ask them to check spam, and check the address on the client. You can also tick BCC myself a copy next time to confirm what was sent.