> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/invoice/share-invoice-through-email.md).

# Share Invoice through Email

To send invoice through email

Go to CRM

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FUWD5uizqZg01o8M8Qj8f%2Fimage.png?alt=media&amp;token=3afead99-69a4-45fd-9de2-bc1b0a60b5f1" alt=""><figcaption></figcaption></figure>

Click on Sales and select Invoices

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FME7YTcFkDi3hRVvJk51Y%2Fimage.png?alt=media&amp;token=39831e10-047c-4c99-b043-ec5a4824e36e" alt=""><figcaption></figcaption></figure>

In invoice list, click on the invoice title and open the details page

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fk2F7zcfJPKdGuy0OxGvX%2Fimage.png?alt=media&amp;token=d895bf84-b260-43a9-b61d-3ef6d03bfe75" alt=""><figcaption></figcaption></figure>

On the details page, click on the email icon to send the invoice to the customer through email

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FkOzV9R3D5JqbDND5UDHa%2Fimage.png?alt=media&amp;token=106c3b78-c5bf-44ef-9638-a0e2f20221da" alt=""><figcaption></figcaption></figure>

An email will be sent to the customer and a confirmation pop-up will appear at the bottom

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FQJZ2LfOJcM5RMh0wti6A%2Fimage.png?alt=media&amp;token=a9699888-c164-4a30-a469-bd48bfa35061" alt=""><figcaption></figcaption></figure>

Last updated 15 December 2025
