> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Send Estimates & Invoices to Customers

> Preview an estimate or invoice in FieldPulse, set what the customer sees on that one record, and email it from your own name so replies reach you.

> **Who uses this:** Admins and Team Managers hold the **Create & send Estimates/Invoices** permission, it is configurable for Service Agents, and Limited Agents do not have it. **Availability:** All regions.

You send an [estimate or invoice](https://www.fieldpulse.com/features/estimates-and-invoices) to a customer from the record itself in FieldPulse, with no exporting and no separate email program. The steps are the same for both documents — this article uses an invoice as the example, so follow the same steps to send an estimate.

## Overview

To send an estimate or invoice, you open the record, preview it, adjust what appears on that one document, and email it to the customer. FieldPulse puts your name in the **From Name** field of the email, so the customer can reply directly to you. If you use [FieldPulse Payments](https://www.fieldpulse.com/features/fieldpulse-payments), the same email window also carries a signature request, a payment request, and a text message to the customer's phone.

## Video walkthrough

<Frame caption="Video walkthrough: sending an invoice to a customer">
  <iframe src="https://www.loom.com/embed/ecf8edf6dcf6404594be239928828c90?hide_owner=true&hide_share=true" width="100%" height="420" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
</Frame>

## Before you begin

* Create the estimate or invoice you want to send — you send it from the finished record. See [How to Create an Estimate](/estimates-invoices/creating/estimate) or [How to Create an Invoice](/estimates-invoices/creating/invoice).

* Set the wording, tax rate, due dates, and customer-facing fields you want on every document in **Company Settings** > **Estimates & Invoices** first. The preview settings in the steps below change one document only. See [Setting Up Default Estimate & Invoice Settings](/estimates-invoices/creating/default-settings).

* Upload any photos or files you plan to attach to the original job or estimate, so they are available under **Visible Files** in the email window. See [How to Attach Photos & Files to Estimates & Invoices](/estimates-invoices/creating/attaching-photos-files).

## On web

### Preview the estimate or invoice

1. Open the estimate or invoice you want to send, then select **Preview** on the record.

   <img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/01.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=8a28cd49aec6e7688f6e5c931e95f731" alt="The Invoice Record Info tab for Invoice #1120 with the Preview button highlighted, next to Finalize Invoice, Actions, and Edit" width="1600" height="899" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/01.png" />

2. Customize what appears on this one document using the checkboxes on the right side of the preview screen, such as **Attach Contract to Invoice**, **Display Line Items**, and **Display Line Item Unit Price on Invoice**.

   <img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/02.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=feede1d215111983f57ae3efcea93c85" alt="The invoice preview in the Laptop view with the per-document settings panel highlighted on the right, showing Amount Due Displayed, Attach Contract to Invoice, Contract Signature Lines, and the Display Line Item checkboxes" width="1600" height="1074" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/02.png" />

   <Note>
     These changes apply to this document only and do not change your default settings. Edit the defaults in **Company Settings** under the **Estimates & Invoices** tab.
   </Note>

3. Review the document in the **Mobile**, **Tablet**, **Laptop**, and **PDF** views so it reads clearly no matter how the customer opens it.

<Columns cols={2}>
  <Frame>
    <img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/03.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=74a910deb247b3f1d1d85fcc0a696cb1" alt="The Mobile tab of the invoice preview highlighted, with the invoice rendered inside a phone frame" width="1600" height="1074" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/03.png" />
  </Frame>

  <Frame>
    <img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/04.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=4e341917d14c932aee08c4a7e85eeba0" alt="The Tablet tab of the invoice preview highlighted, with the invoice rendered inside a tablet frame" width="1600" height="1077" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/04.png" />
  </Frame>
</Columns>

\| <img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/05.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=c52cd032eb83cf9beeb2a00702ad88cd" alt="The Laptop tab of the invoice preview highlighted, showing the full-width invoice with the Invoice Summary and line item table" width="1600" height="1072" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/05.png" /> | <img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/06.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=63fd9dbf8690a9c271ee2b9802db8793" alt="The PDF tab of the invoice preview highlighted, showing the invoice PDF with Download PDF and Save PDF To Record above it" width="1600" height="1082" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/06.png" /> |

### Email the estimate or invoice

1. Select **Email To Customer** at the top of the preview.

   <img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/07.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=5bf8a966d6669c8939674004582cda86" alt="The invoice preview with the green Email To Customer button highlighted at the top, beside Toggle Full Screen Preview and More Actions" width="1600" height="1245" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/07.png" />

2. In the **Email Invoice** window, check the recipient details and adjust the **Subject** and the **Body**. FieldPulse fills the **From Name** field with your name, so the customer can reply directly to you.

   <img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/08.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=73733b7016328d32a44863d80b4944f1" alt="The Email Invoice window with the From Name, To, BCC, From Email, and CC fields filled in and the Subject and Body fields highlighted" width="1600" height="1241" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/08.png" />

3. Scroll past the subject and body to the attachments section and add any files you want to send. You have three options:

   * **Visible Files** — files already uploaded to the original job or estimate.

   * **Email Attachments** — other files already on record.

   * **Upload Additional Files** — new files from your device.

<img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/09.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=0df0375460e7d2d18c1b9940a82b9cc7" alt="The Email Invoice window scrolled to the highlighted Visible Files and Email Attachments dropdowns and the blue Upload Additional Files button" width="1600" height="1231" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/09.png" />

### Payment, signature, and text options for FieldPulse Payments users

If you use FieldPulse Payments, the email window includes options to:

* Request a signature on the document with **Include Signature Request**. See [How to Request a Customer Signature](/estimates-invoices/options/customer-signature).

* Include a payment request, and set the **Payment Request Amount** as a dollar amount or a percentage.

* Accept specific payment methods, such as credit and debit cards or bank transfers (ACH).

* Offer the customer a loan through Acorn. See [Setting Up Acorn Finance](/payments/financing/acorn-finance).

* Attach a voice-over audio recording, which walks the customer through the estimate or invoice when an in-person conversation or a phone call is not an option.

<img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/10.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=6ec2cb112041348c84ccd2c21202d7d3" alt="The Email Invoice window with the payment options highlighted — Include Signature Request, Include Payment Request, Credit/Debit Card, Bank Transfer (ACH), Include Customer Loan Offer Through Acorn, Payment Request Amount, and Attach Voiceover Audio Recording" width="1600" height="1098" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/10.png" />

To send a text message along with the email, select **Simultaneously Send SMS To Customer**, enter the customer's **Phone Number**, and write your **SMS Text**.

<img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/11.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=17f8c3971c29ba4d39236db876ed4e4f" alt="The Email Invoice window with Simultaneously Send SMS To Customer checked and the Phone Number and SMS Text fields highlighted" width="1600" height="1232" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/11.png" />

<Note>
  The text message is one-way. Customers cannot reply to that number.
</Note>

### Send the email

Once everything in the email window looks right, select the green **Send** button.

<img src="https://mintcdn.com/fieldpulse/bTedeUsvqebG4UrZ/static/images/_api/1221810-sending-estimates-invoices-to-customers/12.png?fit=max&auto=format&n=bTedeUsvqebG4UrZ&q=85&s=8237eeee69af3fc30e14b86460007655" alt="The bottom of the Email Invoice window with the green Send button highlighted next to Cancel" width="1600" height="1123" data-path="static/images/_api/1221810-sending-estimates-invoices-to-customers/12.png" />

## FAQs

### Can I stop repeated estimate emails from grouping into one thread?

Grouping is controlled by the customer's email provider, not by FieldPulse. To have each message arrive as a separate email, turn off conversation view in the email client.

| **Email client**          | **How to turn off grouping**                                                                                                                                       |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Gmail (web)**           | Settings gear > **See all settings** > **General** tab > **Conversation View** > select **Conversation view off** > **Save Changes**                               |
| **Outlook (web)**         | Settings gear > search **conversation view** > choose **Off** under Conversation view                                                                              |
| **Outlook (desktop app)** | **View** tab > uncheck **Show as Conversations** > apply it to the current folder or to all folders                                                                |
| **Apple Mail (Mac)**      | **Mail** > **Settings** (or Preferences) > **Viewing** tab > uncheck **Include related messages** or **Organize by conversation**, depending on your macOS version |

## Still need help?

Reach the [FieldPulse support team](https://www.fieldpulse.com/company/contact-us) at [support@fieldpulse.com](mailto:support@fieldpulse.com) or through the chat feature in the bottom-right corner of your screen.

## Related articles

* [How to Create an Estimate](/estimates-invoices/creating/estimate)

* [How to Create an Invoice](/estimates-invoices/creating/invoice)

* [How to Attach Photos & Files to Estimates & Invoices](/estimates-invoices/creating/attaching-photos-files)

* [How to Add Labor to Estimates & Invoices](/estimates-invoices/creating/adding-labor)

* [Estimate & Invoice Customer Experience Overview](/estimates-invoices/creating/customer-view)

* [Setting Up Default Estimate & Invoice Settings](/estimates-invoices/creating/default-settings)

* [FieldPulse Payments Overview](/payments/getting-started/fieldpulse-payments)

Your send is working when the preview reads clearly in every view, the email goes out with your name in the **From Name** field, and the customer opens the estimate or invoice and replies straight to you.


## Related topics

- [How to Create an Estimate](/estimates-invoices/creating/estimate.md)
- [How to Create an Invoice](/estimates-invoices/creating/invoice.md)
- [Estimate & Invoice Customer Experience Overview](/estimates-invoices/creating/customer-view.md)
- [How to Create Your First Estimate or Invoice](/getting-started/quick-start/estimates-invoices.md)