Send Invoices to Customers
Deliver a professional invoice via email, SMS, or both. Toolfy tracks opens and clicks so you always know who has seen it—and who needs a nudge.
Before you send
Run through this quick checklist so the customer receives the right information first time.
Confirm invoice details
Check totals, tax, and payment terms. Any edits after sending trigger an updated email, so it pays to review now.
Decide how to deliver
Choose email, SMS, or both. SMS works best when technicians are still on-site collecting payment.
Add a personal note
A short thanks or reminder increases response rates and keeps automated follow-ups feeling human.
Send an invoice
- Open the invoice (from the job timeline or the Invoices list).
- Confirm the Send to email address and mobile number.
- Adjust the subject line or add a personal message if needed.
- Select Email invoice, Send SMS, or both.
- Click Send now. Toolfy delivers and begins tracking engagement.
What the customer sees
- A branded email featuring your logo, key totals, and a Pay now button.
- A PDF copy for their records or accounts team.
- Optional SMS with a shortened payment link—ideal for quick payments in the field.
Track status in real time
The invoice timeline gives you a live audit trail for every customer interaction.
- Sent timestamps plus delivery method (email, SMS, both).
- Open and click events so you know when the customer engaged.
- Live payment status updates (Pending, Overdue, Paid).
- Reminder activity logged on the same timeline for context.
Automate follow-up
Configure reminders under Payments & Payouts → Reminders so Toolfy chases payments for you.
- Schedule pre-due nudges, such as two days before the invoice is due.
- Send automatic follow-ups after the due date until payment arrives.
- Apply late-fee wording or charges automatically once a threshold passes.
Need to resend?
Use the resend and duplicate guide to send another copy or create a new invoice with the same details.
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Need help with a specific invoice?
Email support@toolfy.io or follow the contact support guide. Include the invoice number and any error messages so we can jump straight in.