You've finalized your sales invoice? Wonderful! Now it's time to send it.
In this article, we explain everything you need to know about how to send invoices.
After you have created the invoice, select "Save & prepare to send"
Add the email address(es) of the recipient(s) in the "To" / "Cc" / "Bcc" fields
Update the text of the email
Click "send"
You will receive a copy of the email
Select "prepare to send" | Prepare the email | Receive a copy of the mail |
 |  |  |
You will receive a notification in the app as soon as the recipient has opened the email.
In the app, you can also follow the status of the email, to trace:
when it was sent
if/when it was opened/read by the recipient
This will be added shortly.
Update the text of the email and click "+ Add variable" to automate fields:
invoice number
client name
invoice amount
invoice due date
Click the 3-dots button on the right > "Save as template"
💡 Next time you send an invoice, the same email will be drafted by default (with adjusted variables)
💡 Sending invoices from the Income screen is only possible for invoices created via Accountable. |
After you have created the invoice, select "Save & download PDF"
Download the PDF file
Send it to your client via your preferred mean (email, whatsapp, post)
After you have created the invoice, select "View sharing options"
This will open sharing options from your mobile phone
Send it to your client via your preferred mean (email, whatsapp, etc)
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Author - Sophia Merzbach
Sophia has been a key member of the Accountable team for many years, bringing a unique blend of journalistic precision and in-depth tax expertise to her work.
Who is Sophia ?Thank you for your feedback!
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Read moreThey always answer right away to any question I have, they provide clear answers, and they are very patient even when I struggle to understand. They try to explain in different ways. They are very helpful, responsive and friendly.
Chiara Marradi
10/05/2026
This is an amazing application with great support on issues. In short as in day I am addicted to it (in a positive way). I myself is from IT project management and the way they have captured the user requirement, it’s phenomenal.
Sumit Tewary
01/12/2024
UI is great. Feature packed and very easy to use. The team at Accountable were VERY quick to respond and their team of technicians soon had a fix in place. Very happy with the level of service so far. Thumbs up from me!
Dean Osborne
05/06/2023
Everything was great! All my questions were answered quickly and in a friendly manner.
Wenzeslawa Wegener
11/05/2026
This program is a lifesaver, and it is always improving. Plus, it has an AI chat feature that is actually useful.
Jeffrey Humble
12/01/2026
The coaching session on tax management was excellent, good material, excellent explanations and very insightful. Combined with the AI I never feel alone with Accountable.
Sergio Barbarino
13/04/2026
The availability of your team to help and guide people to understand their finances better is what really makes Accountable valuable. While the AI is able to give answers to most basic questions, specific scenarios need counsel from a human which your team performs beautifully.
Norma
06/04/2026
Fast and careful answers from Alina. Top service. Thank you.
Anonymous
06/04/2026
In the world where everyone seems to be out to get small entrepreneurs and overwhelm them with new rules, more taxes and reporting obligations, Accountable often feels like the one steady partner that actually wants you to succeed, providing quick, clear and personalised support. Thank you!
Janina Arsenjeva
10/04/2026
They always answer for questions wherever is via direct e-mail or through app. If they can’t answer fully they will forward you to the right place. Documents were always prepared well and ready to send further to government. Everything is intuitive in the app and easy to sort out even for someone completely green in this field.
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12/03/2026
