How to email a quote or invoice to a customer
Before you start
Email from JobSheet sends an HTML summary (reference, amounts, line totals, customer link). Invoice emails may include a server PDF attachment when archived. Use Print / PDF in the browser for quotes or if you need a local PDF.
You need:
- Customer notifications turned on in Workspace settings
- A customer email address on the quote or invoice
- Available email allowance on your workspace plan (one email per send)
Email a quote
- Open the quote detail screen.
- Confirm the linked customer has an email address.
- Choose Email to customer.
- JobSheet sends the summary to that address. Check the quote status if you track sent quotes separately.
Email an invoice
- Open the invoice detail screen.
- Confirm the customer has an email address.
- Choose Email to customer.
- Optionally paste a file ID from Site files under Optional attachments in the send dialog.
- Void invoices cannot be emailed. Draft invoices can be emailed once the customer record has an email.
When Stripe Connect is active, the email and customer link include Pay now for open sent invoices.
Note
Automatic due reminders are separate from manual sends. Configure them in Workspace → Notifications. Each reminder also uses one customer email.