Invoice Communication.
Send invoices by email, track delivery, add internal notes, and keep a complete communication history per document.
Invoice Communication
For: business owners who send invoices by email and track conversations. Covers: email delivery, communication threads, templates, and customer contacts.
Sending a document by email
From any finalized document's detail page, click Send. The send modal opens with:
- Recipients: select from the customer's contacts
- CC / BCC: add extra addresses
- Template: choose an email template
- Subject and body: editable, prefilled from the template
- Preview: check the email before sending
The document PDF is generated and attached. If PDF generation fails, the email is not sent, and the failure is logged in the communication thread.
Email templates
InvoiceScript ships with four templates:
| Template | Use case |
|---|---|
| Invoice delivery | Sending a new or finalized invoice |
| Payment reminder | Upcoming due date notification |
| Overdue notice | Past-due invoice notification |
| Payment receipt | Confirming a received payment |
Templates use variable placeholders, replaced at send time:
| Placeholder | Value |
|---|---|
{customer_name} |
Customer name |
{invoice_number} |
Document number (or draft code) |
{invoice_total} |
Formatted total (uses your number format) |
{due_date} |
Formatted due date (uses your date format) |
{company_name} |
Your business name |
Edit templates in Settings > Email templates. Each template can be customised:
- Name: display label for the template
- Subject: the email subject line (supports merge variables)
- Body: the plain-text email body (supports merge variables)
- Active/Inactive toggle: inactive templates are hidden from the send dialog
Use the Reset to defaults button to restore a template to its original content.
Communication thread
Each document has a communication section showing all related activity in chronological order:
- Sent emails: who received them, when, and delivery status
- Internal notes: private notes visible to your team, not to customers
- System events: automated records of sends, failures, and lifecycle events
Internal notes are useful for recording context: "Customer requested a 2-week extension" or "Discussed scope changes on call."
Customer contacts
Customer contacts control who receives emails. Each customer can have multiple contacts with these flags:
| Flag | Effect |
|---|---|
| Receives invoices | Included in the recipient list when sending invoices |
| Receives reminders | Included when sending payment reminders |
| Primary billing | The main point of contact for billing |
Manage contacts from the customer edit page.
Email configuration
InvoiceScript sends email through your configured mail provider (SMTP or Resend API). Set it up during installation or update the .env file. Configure the sender identity in Settings > Email.
For local development with Mailpit: SMTP on port 1025, web UI at http://localhost:8025.
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