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Line drawing for the Billing and payments topic

Sending an invoice or payment link to a client

Email an issued invoice or choose a payment link while adding a payment.

Who this is for: Biller

Use the invoice action buttons to email an invoice. Payment links are a choice when adding a payment.

Open the invoice actions

  1. Open the invoice and find the row of action buttons, including Download PDF and Email to client. See raising an invoice if it is still a draft.
    An issued invoice and its action button row.

Email the invoice

  1. Select Email to client. It sends immediately; look for Invoice sent to the client portal and by email.
    The invoice after Email to client with the confirmation visible.
  1. Select Add payment and review Payment method. Choose Payment link to request payment by link.
    Add payment with its payment method choices.

Note: Payment link appears once the practice takes card payments. See setting up card payments. For the rest of the payment steps, see taking a payment.

Last checked against Weft on 31 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.