Feature

Sending Invoices

Jan 23, 2017

Sending an invoice feels good because it means you’ll (hopefully) get paid soon. We want to bolster that feeling by making the process as smooth and delightful as possible. You shouldn’t feel embarrassed by the look of your invoice or need to guess whether your client even received it. Instead, the invoice should tell your client that they’re in the hands of a pro. Likewise, you should be a pro who knows exactly when your client viewed your invoice. Today, I’m excited to check the next big to-do off our list—sending invoices!

send

When you create a new invoice, you’ll now see “Link” and “Send” buttons alongside the “Download” button. The “Link” button opens a new tab with a shareable link to your invoice. You can share this link with your client, or use the “Send” button to send an email directly from Cushion.

template

Clicking the “Send” button opens a modal to customize the email that’s sent your client. Using Markdown, you can format your email with headers and other font styles. Cushion provides several variables to insert, so you don’t need to manually enter your invoice’s data. You can also create a default email template, then customize it per client.

passcode

The “{{link}}” variable inserts the link to your invoice using an unbranded, short URL—in.vc. Rather than confusing your client with a cushionapp.com link, we decided to use a more generic URL that stands for “invoice”. We also added the ability to passcode protect your invoice, which allows us to use an even shorter link. When you set a client’s passcode, the “{{link}}” variable will automatically include the passcode underneath the invoice link.

contacts

In order to specify who you’re sending the invoice to, we added “Contacts” to Cushion. Now, you can list who you’re working with, along with their title and email address. When you’re ready to send an invoice, simply select a contact from the list and Cushion will send the invoice to their inbox.

reply-to

Since we can’t send the email directly from your email address, we send it from “notify@cushionapp.com”, but format the address using your business name, so the email will appear to be from you. We also added a new “Reply To” email address setting, so any replies to the email will be sent directly to you.

viewed

When your client views the invoice, we store its “viewed” date. On your end, you’ll see the date as a square on the invoice schedule graph. Hopefully, the viewed date is immediately followed by a paid date. If not, you can confidently follow up with your client, knowing they viewed the invoice. We already have a to-do on our list for automatic follow-up emails, so that will give you one less thing to think about.

This feature ended up being a much bigger task than we originally anticipated, but we knew we had to get it right. I couldn’t be happier with the end result and I hope you are, too. As always, let us know what you think!

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Archive

  1. Client Invoice Reminders
    Feature
  2. Menubar App Beta
    Feature
  3. Planning View
    Feature
  4. Summary Stats
    Feature
  5. Drag & Drop Lists
    Feature
  6. Invoices Due Today
    Feature
  7. Draft Invoices
    Feature
  8. Inline Forms
    Feature
  9. Time-Tracking Beta
    Feature
  10. Endless Scrolling & Zooming
    Feature
  11. Sending Invoices
    Feature
  12. Stripe Beta
    Announcement
  13. Invoice Logos
    Feature
  14. Streamlined Workflows
    Feature
  15. Monthly Income Goals
    Feature
  16. Moonlighter Plan
    Announcement
  17. October 2016 Roundup
    Roundup
  18. Auto-Incrementing Invoices
    Feature
  19. Invoicing
    Feature
  20. September 2016 Roundup
    Roundup
  21. August 2016 Roundup
    Roundup
  22. Automatic Currency Conversion
    Feature
  23. Projected Paydays
    Feature
  24. July 2016 Roundup
    Roundup
  25. Retainers
    Feature
  26. Inline Notes
    Feature
  27. Ask a Freelancer podcast
    Announcement
  28. Expenses
    Feature
  29. Availability Badge
    Feature
  30. Availability
    Feature
  31. Overbooking
    Feature
  32. Xero Integration
    Feature
  33. Vacations
    Feature
  34. Weekly Summaries
    Feature
  35. Monthly Income
    Feature
  36. Small Tweaks, Big Improvements
    Feature
  37. Client Ranking & Average Ranges
    Feature
  38. Stickers!
    Announcement

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