Email an invoice, credit note or prepayment

Email the item to your customer or another party while you have it open, or from the list of items. You can choose to include a PDF of the item as an attachment, attach files, send a copy to yourself, and mark the item as sent.

Your user role determines your access to items in Xero.

Before you start

Make sure you set up email templates to use again for sending emails from Xero.

Email while you're viewing the item

  1. Open the invoice, credit note, or prepayment you want to email.
  2. Click Email.
  3. Update the information in the Send window
  4. Click Send.

Email from a list of items

  1. In the Accounts menu, select Sales.
  2. Under Invoices, click the status panel where your item is.
  3. Select the checkbox next to the item you want to email.
  4. Click Email.

    Image showing a single invoice selected with the Email button.

  5. Update the information in the Send window.
  6. Click Send.