Sending Invoices

Once your invoice is ready, Simple Time gives you easy ways to get it in front of your client.

Sending via Email

To email an invoice to a client:

1. Open the invoice you want to send.
2. Click Send Invoice.
3. Confirm the client's email address.
4. Add an optional message if you like.
5. Click Send.

The client will receive a professional email with a summary of the invoice and a link to view the full details online.

Customer Portal

Every invoice sent through Simple Time includes a link to the customer portal. From the portal, your client can:

• View the invoice — See a full breakdown of all line items, tax, and totals.
• Download a PDF — Save a copy of the invoice for their records.
• Pay online — If you have Stripe payment collection enabled, clients can pay directly from the portal.

The customer portal does not require your client to create an account. They simply use the secure link from their email.

Invoice Status

After sending, you can track the status of each invoice:

• Draft — Not yet sent to the client.
• Sent — The invoice has been emailed to the client.
• Viewed — The client has opened the invoice in the customer portal.
• Paid — Payment has been received.
• Overdue — The invoice has passed its due date without payment.

You can see the status of all your invoices at a glance from the Invoicing dashboard.