Send an invoice — email, PDF, or portal link

Open any invoice to find three delivery options in the toolbar.

Send by email

Click Send. Velosiq emails the invoice to your client, beautifully rendered in your chosen template, sent under your business name with the subject "Invoice {number} from {Your Business}".

• The client needs an email address on file — the Send button tells you if one is missing (add it on the client's profile).
• If the invoice was a Draft, sending automatically moves it to Sent.
• You can re-send any time — a paid or sent invoice keeps its status.

Download a PDF

Click PDF to download a print-ready invoice-{number}.pdf in your template design, complete with a status stamp (PAID, OVERDUE, …). Perfect for attaching to your own emails, printing, or record-keeping.

Copy a portal link

Click Portal link to copy a direct link to this invoice in your client portal. Paste it into a text message, WhatsApp, or any channel your client prefers — they can view and print the invoice in their browser, no account needed.

Which one should I use? Email is the standard flow and keeps your invoice status in sync automatically. The portal link is great for clients who live in text messages. The PDF is yours for everything else.

After sending

Track what happens next on the invoice page: record payments as they come in, watch the activity log build a permanent history, and let payment reminders nudge clients before the due date.