Plans & Limits
Sending Your First Invoice
A walkthrough of the first-send experience. No card on file required to send during your trial or on a paid plan.
2 min read
Before you start
You've signed up (no card required).
You've added at least one client with an email address.
You've drafted an invoice.
Step 1: Click Send Invoice
Open the invoice you want to send. Click the Send Invoice button. The email goes out immediately - no card prompt, no extra steps.
Step 2: What the client sees
Your client receives a professional email with your business name, the invoice total, a brief preview, and a link to view the full invoice in their browser. From there they can download the PDF, view the line items, and (if you've connected Stripe) pay online.
A card is only required when you turn on online-payment acceptance via Stripe Connect, or when you pick a paid plan. Sending invoice emails does not trigger a charge.
If the modal fails
If the card is declined or the modal errors out, the invoice stays in its current state and no email is sent. You can retry from the same Send Invoice button. Common causes:
Insufficient funds or address mismatch - try a different card.
Browser blocking Stripe.js - disable ad blockers or try a different browser.
Stale page - refresh and try again.
After the first send
Every subsequent send works the same way - you click Send Invoice and the email goes out instantly. There is no monthly or daily cap on invoice email sending.