{"id":16294,"date":"2026-10-31T02:30:50","date_gmt":"2026-10-31T01:30:50","guid":{"rendered":"https:\/\/www.accountable.de\/help-center\/how-to-send-invoices-to-my-clients-3\/"},"modified":"2026-10-31T02:30:50","modified_gmt":"2026-10-31T01:30:50","slug":"how-to-send-invoices-to-my-clients-3","status":"publish","type":"help_center","link":"https:\/\/www.accountable.de\/en\/help-center\/how-to-send-invoices-to-my-clients-3\/","title":{"rendered":"How to send invoices to my clients?"},"content":{"rendered":"

You can send invoices to your clients directly from Accountable, either using the built-in email sender or by downloading the PDF and sharing it yourself. This article covers both methods and explains how to set up an email template.<\/p>\n

\u200b<\/p>\n

1. Send the invoice with Accountable<\/b><\/h1>\n

\u200b<\/p>\n

From the web<\/h2>\n

\u200b<\/p>\n

<\/div>\n

\u200b<\/p>\n

Send via the email sender<\/h2>\n
    \n
  • \n

    After you have created the invoice, select “Save & prepare to send<\/b>“<\/p>\n<\/li>\n

  • \n

    Add the email address(es) of the recipient(s) in the “To” \/ “Cc” \/ “Bcc” fields<\/p>\n<\/li>\n

  • \n

    Update the text of the email<\/p>\n<\/li>\n

  • \n

    Click “send”<\/p>\n<\/li>\n

  • \n

    You will receive a copy of the email<\/p>\n<\/li>\n<\/ul>\n

    \n\n\n\n\n
    \n

    Select “prepare to send”<\/b><\/p>\n<\/td>\n

    		\n

    Prepare the email<\/b><\/p>\n<\/td>\n

    		\n

    Receive a copy of the mail<\/b><\/p>\n<\/td>\n<\/tr>\n

    \n
    <\/div>\n<\/td>\n
    		\n
    <\/div>\n<\/td>\n
    		\n
    <\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

    \u200b<\/p>\n

    View the status of the email<\/h2>\n

    You will receive a notification in Accountable as soon as the recipient has opened the email.<\/p>\n

    \u200b<\/p>\n

    In Accountable, you can also follow the status of the email, to trace:<\/p>\n

      \n
    • \n

      when it was sent<\/p>\n<\/li>\n

    • \n

      if and when it was opened or read by the recipient<\/p>\n<\/li>\n<\/ul>\n

      This will be added shortly.<\/p>\n

      \u200b<\/p>\n

      Create an email template using variables<\/h2>\n
        \n
      • \n

        Update the text of the email and click “+ Add variable” to automate fields:<\/p>\n

          \n
        • \n

          invoice number<\/p>\n<\/li>\n

        • \n

          client name<\/p>\n<\/li>\n

        • \n

          invoice amount<\/p>\n<\/li>\n

        • \n

          invoice due date<\/p>\n<\/li>\n<\/ul>\n<\/li>\n

        • \n

          Click the 3-dots button on the right > “Save as template”<\/p>\n<\/li>\n<\/ul>\n

          <\/div>\n
          \n

          \ud83d\udca1 Next time you send an invoice, the same email will be drafted by default (with adjusted variables)<\/i><\/b><\/p>\n<\/div>\n

          \n

          \ud83d\udca1 Next time you send an invoice, the same email will be drafted by default (with adjusted variables).<\/i><\/b><\/p>\n<\/div>\n

          \u200b<\/p>\n

          From mobile<\/h2>\n

          \u200b<\/p>\n

          <\/div>\n
          \n

          \ud83d\udca1 Sending invoices from the Income screen is only possible for invoices created via Accountable.<\/b><\/p>\n<\/div>\n

          \n

          \u200b<\/p>\n

          2. Send the invoice yourself<\/b><\/h1>\n

          \u200b<\/p>\n

          From web<\/h2>\n
            \n
          • \n

            After you have created the invoice, select “Save & download PDF”<\/p>\n<\/li>\n

          • \n

            Download the PDF file<\/p>\n<\/li>\n

          • \n

            Send it to your client via your preferred method (email, WhatsApp, post)<\/p>\n<\/li>\n<\/ul>\n

            \u200b<\/p>\n

            From mobile<\/h2>\n
              \n
            • \n

              After you have created the invoice, select “View sharing options”<\/p>\n<\/li>\n

            • \n

              This will open the sharing options on your mobile phone<\/p>\n<\/li>\n

            • \n

              Send it to your client via your preferred method (email, WhatsApp, etc.)<\/p>\n<\/li>\n<\/ul>\n

              \u200b<\/p>\n

              <\/div>\n

              \u200b<\/p>\n

              Key takeaways<\/b><\/h1>\n
                \n
              • \n

                Accountable lets you send invoices directly to clients via the built-in email sender, without leaving the app.<\/p>\n<\/li>\n

              • \n

                You receive a copy of every email sent through Accountable.<\/p>\n<\/li>\n

              • \n

                Use variables and the “Save as template” option to set up a reusable email that fills in automatically each time.<\/p>\n<\/li>\n

              • \n

                You can also download the invoice as a PDF and share it via your preferred method, on web or mobile.<\/p>\n<\/li>\n<\/ul>\n

                Need help? Chat with us or email support@accountable.eu, we’re happy to help.<\/p>\n","protected":false},"excerpt":{"rendered":"

                With Accountable, your invoices are sent directly to your clients. Here is how it works.<\/p>\n","protected":false},"featured_media":0,"template":"","help_label":[471,469],"class_list":["post-16294","help_center","type-help_center","status-publish","hentry"],"acf":[],"yoast_head":"\nHow to send invoices to my clients? | Accountable<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.accountable.de\/en\/help-center\/how-to-send-invoices-to-my-clients-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to send invoices to my clients? | Accountable\" \/>\n<meta property=\"og:description\" content=\"With Accountable, your invoices are sent directly to your clients. 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