How to send
- Open a finalised invoice and select Send invoice.
- In Email invoice, check To, add up to five Cc addresses, and edit the Subject and Message if needed.
- Select Send email.
The email comes from "Your agency via GrowthPilot". It includes a secure link to view the invoice and, if a payment link is set, a Pay button that goes to your Stripe link.
Track delivery
The Emails panel shows each email's status: Queued, Sending, Sent, Delivered, Opened, Clicked, Failed or Bounced. "Opened" is a signal only; some email apps block it. If an email bounces or fails, it also appears in the Command Center.
Send a reminder
Reminders are never sent automatically. When a sent invoice still has money outstanding, select Send reminder. Overdue invoices appear in the Command Center so you know when to follow up.
Use Resend to send the invoice email again.
Manage the client link
The Secure client link panel lets you Rotate link (the old link stops working) or Revoke link.