How InvoiceCast Delivers Your Invoices

Getting an invoice to your client should take one click, and you should be able to tell whether it arrived. InvoiceCast now gives you one more way to do it: sending straight from your own Gmail address. Here's every delivery option, what your client receives with each, and when to use which.

Five ways to deliver an invoice

When an invoice is ready, finalize it and open the Send window. Finalizing locks the invoice and creates its private link. Nothing reaches your client until you pick one of these:

You can pick a different option for every invoice.

Send via InvoiceCast

This is the one-click option. Your client gets a clean email with the invoice PDF attached and a button to view it online, and to pay by card if you've connected Stripe.

• You can see that it arrived. The invoice shows its delivery status. Delivered means your client's mail server accepted it; Failed usually means a typo in the address.
• Fixing a typo takes one step. Correct the client's email, then click Resend Invoice. Because the first attempt failed, the resend goes to the new address automatically.
• Authenticated sending. InvoiceCast sends from a domain authenticated with SPF, DKIM and DMARC, the checks Gmail and Outlook use to tell genuine mail from spoofed mail.
• Want a record? Check Send me a copy before you send.

New: send from your own Gmail

Some clients, especially ones you've been emailing for months, expect the invoice to come from you. Now it can.

Set it up once. Go to Settings → Integrations and connect your Gmail account. From then on, the Send window shows Send from my Gmail next to the usual button, for invoices, and for quotes and receipts on Pro and Business.

For your client, the content doesn't change. They get the same message and the same PDF as an InvoiceCast email. It simply comes from your address.

For you:

• The email sits in your Gmail Sent folder, alongside the rest of your conversation with that client.
• Replies come straight to your inbox.
• It works with Google Workspace accounts too, as long as your administrator allows third-party apps to send email. The invoice always goes out from the address you connected, not from an alias.

What InvoiceCast can access. When you connect, Google asks you to allow one thing only: sending email on your behalf. InvoiceCast can't read, search, change or delete anything in your mailbox, and it never sees your Google password. To disconnect, click Disconnect under Settings → Integrations. Access is revoked at Google right away and the stored connection is deleted; invoices you already sent stay in your Sent folder.

Two trade-offs to know about:

1. Gmail doesn't report delivery back to InvoiceCast, so a Gmail-sent invoice shows Sent via Gmail rather than Delivered. If an address is wrong, the bounce notice lands in your Gmail inbox. You'll still see when your client opens the invoice link.
2. If Google stops accepting the connection, for example after you change your Google password, the send fails, we email you, and Settings shows Reconnect Gmail. InvoiceCast never quietly sends the invoice from its own address instead.

What still goes through InvoiceCast. Gmail is used only when you choose it, one send at a time. Recurring invoices, payment reminders and invoices generated from timesheets are always sent by InvoiceCast.

On the Free plan, Gmail sends count toward the same 5 emails a month as InvoiceCast sends. Pro and Business include unlimited email sending.

Share it yourself: link or PDF

• Copy link. Every invoice gets its own private page. Your client opens it in a browser with no account or login, and can download the PDF from the same page. Paste the link into a text, a Slack message or a vendor portal, and revoke it whenever you want.
• Download PDF. For clients whose accounts payable team wants invoices uploaded to a vendor portal. The file is named after the document, for example "Invoice - Studio Martin - INV-0007.pdf", so you and your client file it under the same name.
• Tip: after sharing a link yourself, click Mark as sent. The link opens for your client only once the invoice is marked as sent.

Both are unlimited on every plan, including Free.

Mark as sent

Handed a printed invoice to your client, or mailed it? Open the invoice, click Mark as sent and confirm. The status updates, no email goes out, and your records stay accurate.

After it's sent

Delivery is half the job. Once an invoice is out:

• Payment reminders can follow up for you before and after the due date, under your name. They stay off until you switch them on in Settings → Reminders.
• Online payment: connect Stripe and your client can pay by card from the invoice link or the QR code on the PDF.
• A daily summary lists what's due soon and what's late, on any day something is outstanding.

Try it

Already using InvoiceCast? Connect Gmail under Settings → Integrations, then choose Send from my Gmail on your next invoice. New here? Create your free account, no credit card needed.

Questions about Gmail sending? See the Help Center.