From the Invoice Preview modal, you can send the invoice directly to your client by email or print and save it as a PDF.
Sending by email
- 1In the Invoice Preview modal, tap Send Invoice
- 2Confirm or update the client's email address
- 3Optionally add a message to the client
- 4Select which payment methods to offer the client (Credit/Debit Card, Bank Transfer, Klarna, Affirm, or Check)
- 5Tap Send Invoice — the client receives the invoice by email immediately
Electronic payment collection
When you include electronic payment methods (Card, ACH, Klarna, or Affirm), clients can pay directly through a link in the email. Processing fees vary by method and are deducted from the amount received. You choose which methods to offer each time you send.
Accepting check payments
Select Check as a payment method to send the client mailing instructions for paying by check. No processing fee applies. A PDF copy of the invoice is automatically attached to the email so the client can print it and mail it with their check.
What the client sees
- Your company logo and name
- Invoice number, issue date, and payment terms
- A line-item breakdown with totals
- Your scope of work description
- Any message you included
- Payment options, if you selected any
Print / Save PDF
Tap Print / Save PDF to generate a printable version of the invoice. Use this to deliver invoices in person, attach to your own email, or keep for your records. The PDF uses the same layout as the emailed version.
Tracking payment status
Payment status is tracked on the work order, not the invoice. Once a Complete work order has been paid, open the edit modal and set the payment status to Paid. This can also be set to Needs Payment to flag outstanding balances. The current status is shown as a badge on the work order.
For electronic payments (Card, ACH, Klarna, Affirm), IRONGRID automatically marks the work order as Paid when the payment clears. For check payments, you'll need to update the payment status manually once you receive the check.