Sending Invoices

Deliver invoices to your clients via email directly from Keito.

Sending an Invoice

  1. Open a draft or open invoice.

  2. Click Send Invoice.

  3. Configure the email:

    • To — Client’s email address (pre-filled from client contact)
    • Subject — Email subject line (uses your template or custom text)
    • Body — The email message (uses your template or custom text)
    • CC sender — Optionally send a copy to yourself
    • Attach PDF — Include the invoice as a PDF attachment

  4. Click Send.

The invoice state changes from Draft to Open when first sent.

Email Templates

Keito provides customizable templates for invoice communications:

Invoice Sent

The initial email when sending an invoice to a client. Customise the subject, body text, and footer in Invoice Settings.

Payment Reminder

A follow-up email for overdue invoices. Send reminders manually when payment is late.

Thank You

An optional message to send after receiving payment. Shows appreciation and confirms the payment was recorded.

Customizing Messages

When sending, you can:

  • Use the default template as-is for consistency.
  • Edit the subject and body for a specific invoice before sending.
  • Include dynamic fields that auto-fill with invoice details.

Resending Invoices

Need to resend an invoice? Open the invoice and click Send again. You can adjust the message before resending — useful for adding a personal note or reminder.

Client Invoice Portal

Each invoice has a unique URL that clients can access to view their invoice online. This link is included in the email and allows clients to:

  • View the full invoice details
  • See the amount due
  • Access online payment options (if configured)

Tips

  • Set up your email templates once in Settings, then sending becomes a one-click process.
  • Use the CC option to keep a copy in your inbox for your records.
  • Send invoices promptly — the sooner you invoice, the sooner you get paid.