workflow · Commerce
Send an invoice
One-off bill.
5 min to completeinvoices, commerceUpdated 2026-05-26 · v2
Launch this workflow
Opens /commerce/invoices in your workspace
Why use this
You email a customer a hosted invoice URL with line items they can pay in one click.
Benefits:
- Start as estimate and convert later
- Hosted invoice handles payments and receipts
- Sends a reminder if unpaid
Who this is for: Member. Time to complete: ~5 minutes. You''ll need: Customer email and line items.
Outcome
The customer receives an email with a hosted invoice URL.
Steps
- Open /commerce/invoices.
- Click New invoice.
- Pick customer; add line items.
- Send.
Variations
- Start as Estimate; convert to invoice once accepted.
What can go wrong
- Customer not receiving: see ts-email-spam.
Related
- workflow-owner-send-invoice, help-commerce-invoices.