How to send an invoice
How to send an invoice from Vporiadku: by e-mail with the PDF and a payment link, as a link in any app, or as a PDF. And how to send a payment reminder.
You send an invoice once it is issued. The simplest way is an e-mail straight from Vporiadku: your customer gets the PDF attached and a link where they view the invoice and pay it.
Step by step
Issue the invoice
If the invoice is still a draft, open it and press Issue. The steps are in Your first invoice in 2 minutes.
Check the customer e-mail address
The customer needs an e-mail address on their card in Clients. Without one, Vporiadku does not send the e-mail and tells you so.
Send it by e-mail
On the invoice page, press Send by e-mail and confirm. The invoice leaves with the PDF attached and a link where your customer can view and pay it.
Or send just the link
Under Public invoice link, press Create link and then Copy link. Paste it into a message in any app. Open preview shows what your customer sees.
Remind them if needed
On an unpaid invoice, press Send reminder. Your customer gets an e-mail with the amount still to be paid.
More options
- Download or print the PDF with Print / PDF and send it the way you are used to.
- Write the e-mail texts in your own words in Settings → Email texts.
- Automatic reminders after the due date are switched on in Settings → Reminders on the Profi plan. A manual reminder with one button is on every plan.
- Online payment on the link page is set up in Settings → Payments and public link on the Profi plan.
What about e-invoices?
An invoice sent by e-mail is a PDF. A structured e-invoice over the Peppol network is another thing, see How to start sending e-invoices.
Frequently asked questions
- How do I know my customer has looked at the invoice?
- Next to the public link on the invoice page you see how many times it was opened and when it was opened first.
- Does the link ever stop working?
- The link has an expiry date, shown next to it. You can revoke it any time with Revoke link or replace it with Generate a new link.
- Does sending by e-mail cost extra?
- No. Sending an invoice by e-mail is included on every plan.
Did not find your answer? Write to us at podpora@vporiadku.sk; we answer in Slovak, English and Ukrainian.
Try it in Vporiadku. Creating an account is free.
Try it for freeMore guides
Billing in parts: advance, payment in parts and credit note
How to bill a job in parts in Vporiadku: an advance invoice, a final invoice that deducts the advance, an invoice paid in several parts, and a credit note for part of an invoice.
Recurring invoices that send themselves
Set up once what you bill every month. Vporiadku issues the invoice on its day and e-mails it to the client in the morning, with the PDF and a QR code.
One invoice from several documents: loading items
How to add the items of another invoice, proforma, quotation or delivery note to a new invoice in Vporiadku, from several documents one after another.
Summary invoice from delivery notes
How to invoice several delivery notes, orders or quotations of one customer on one summary invoice in Vporiadku, without any of them being invoiced twice.