Sending Invoices

Send invoices to clients via email with a link to pay online.

Sending an Invoice

1. Open the invoice
2. Click Send Invoice
3. Review the email
4. Click Send

Click to enlarge

The send invoice modal lets you review and customize the email before sending to your client, with automatic attachment of customer-visible visit photos

Attaching Visit Photos

If the invoice is linked to a visit that has photos marked as customer-visible, those photos automatically appear in the Send Invoice modal.

How it works:

1. Photos marked as "Visible" on the visit appear as thumbnails
2. All photos are selected by default
3. Click any photo to select/deselect it
4. Selected photos are attached to the email

TIP

Only photos marked as customer-visible appear here. To change which photos are visible, go to the visit and toggle the visibility on each attachment. See Visit Completion for details.

Adding Other Files:

You can also attach additional files (PDFs, images) by clicking Add more files below the photo grid.

What Clients Receive

• Email with invoice summary
• View Invoice button
• Link to pay online (if payments enabled)
• Any attached visit photos or files

Tracking Invoice Opens

YardPilot automatically tracks when clients open invoice emails.

Automatic Status Update

When a client opens your invoice email for the first time:

• Invoice status changes from Sent to Viewed
• The exact view time is recorded
• You can filter invoices by "Viewed" status to see which clients have seen their invoices

This helps you know:

• Which invoices have been seen but not paid
• When to follow up on unviewed invoices
• How quickly clients are engaging with your invoices

Open Count

Each subsequent open increments the view count, so you can see how many times a client has reviewed their invoice.

INFO

Open tracking uses a tiny invisible image in the email. Some email clients (like Apple Mail with Privacy Protection) may block tracking or show false opens.

Payment Reminders

For overdue invoices:

1. Open the invoice
2. Click Send Reminder

Or set up automatic reminders in Settings → Invoicing.

Next Steps

• Recording Payments when clients pay