Sending Bills to Clients

Learn how to deliver bills to your clients.

Before Sending

Make sure:

• Bill is approved
• Client email address is correct
• Bill looks right (check the preview)
• All charges are included

How to Send a Bill

Email from hidma

1. Open the bill
2. Click "Send" or "Email to Client"
3. Check the email preview
4. Add a personal message if you want
5. Click "Send"

The client receives the bill as a PDF attachment.

Download and Send Manually

1. Open the bill
2. Click "Download PDF" or "Export"
3. Save the PDF
4. Email it yourself using your email program

What the Client Receives

They'll get an email with:

• The bill as a PDF attachment
• Payment instructions
• Your contact details
• Due date

After Sending

The bill status changes to "Sent" and you can track:

• When it was sent
• Whether it's been paid
• How many days until due

Resending a Bill

If the client didn't receive it:

1. Open the bill
2. Click "Resend"
3. Confirm the email address
4. Send again

Tips

TIP

Always preview the bill before sending to make sure it looks professional!