Sending Invoices

Send invoices by email directly from Lumabill or download PDFs.

Sending Invoices

Lumabill lets you send invoices directly by email to your clients -- with the PDF attached and the QR payment slip included. Alternatively, you can download the PDF and deliver it however you prefer.

Sending an Invoice by Email

Once your invoice is ready, you can send it in just a few clicks:

  1. Open the invoice in the dashboard
  2. Click Send (or the send icon)
  3. Review the recipient email address -- it is automatically pulled from the client data
  4. Adjust the subject line and message if needed
  5. Click Send

Tip: Make sure your client's email address is correctly stored in their contact details before sending the invoice.

What Your Client Receives

Your client receives a professional email containing:

  • Subject line with the invoice number
  • Email body with a summary (amount, due date)
  • PDF attachment -- the full invoice with QR payment slip
  • Sender -- Your email address, sent via Lumabill

Invoice Status After Sending

Once you send an invoice, its status changes from Draft to Sent. From that point:

  • The invoice can no longer be freely edited (to maintain consistency)
  • The send date is recorded
  • Lumabill monitors the payment deadline

Read Tracking

Lumabill tracks whether your client has opened the invoice. In the invoice details you can see:

  • Delivered -- The email was successfully delivered
  • Opened -- The client has opened the email

Tip: Read tracking gives you an indication of whether the client received the invoice. If it remains unopened, you can proactively follow up.

Downloading the PDF

You can download any invoice as a PDF without sending it by email:

  1. Open the invoice
  2. Click Download PDF
  3. The PDF contains all invoice details including the QR payment slip

You can then send the downloaded PDF by post, share it via a messenger, or print it out.

Resending an Invoice

If needed, you can resend an invoice that has already been sent:

  1. Open the sent invoice
  2. Click Send again
  3. Confirm the resend

This is useful if the client did not receive the email or needs a reminder.

Overdue Invoices

When the payment deadline of a sent invoice has passed, Lumabill automatically marks it as Overdue. You can see overdue invoices at a glance in your dashboard and send a payment reminder directly.

Tips for Sending Invoices

  • Send promptly: Send the invoice as soon as possible after delivering the service
  • Verify client data: Check the email address before sending
  • Set realistic deadlines: Choose payment terms that are fair for both parties
  • Use reminders: Follow up politely on overdue invoices
  • Archive PDFs: Download important invoices as PDFs for your records

What's Next?

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