---
schema_version: "1"
id: 7ea173cbe07dab125cc4e67125e1a4234dcce964fc2d2544feccebec64783a57
title: Send Invoice Emails from Invoice Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_invoice_document_email.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_invoice_document_email.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 310bc30960f47af7411bfdbdcae52e2d69d715262bd683091fe02eaf4a0c8c5e
description: After invoice PDF documents are generated, send them to your customers through an email.
products:
  - Revenue Cloud
release: "264"
---
# Send Invoice Emails from Invoice Records

After invoice PDF documents are generated, send them to your customers through an email.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d71588e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d71588e70 ">To send invoice email from an Invoice record:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d71588e70 ">
              <p>Billing Admin permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Billing Operations User permission
                set</p>
            </td>

          </tr>
        </tbody>
      </table>

Before you send invoice PDF documents from Invoice records, you and your Billing Admin must [define the invoice email delivery configuration and preferences](https://help.salesforce.com/s/articleView?id=ind.billing_invoices_email_prerequisites.htm&release=264.0.0&type=5 "Before you send invoices to your customers through email, your Billing admin and Billing Operations user must complete certain tasks.").

1. From the App Launcher, find and select **Invoices**.
2. Open the Invoice record that you want to send an email for.
3. Go to the Invoice Documents related list.
4. From the quick actions menu on the Invoice Document row that you want to send an email for, click **Email Invoice**.
    
    When you click Email Invoice, the system doesn't consider email opt-out preference selected on the related Bill to Contact record.

When you click Email Invoice, the system first looks for email preferences in [this sequence](https://help.salesforce.com/s/articleView?id=ind.billing_invoice_pdf_document_delivery_through_email.htm&release=264.0.0&type=5 "Ensure regional compliance by sending invoices through emails to your customers after the invoices are posted and before the payment due date. Customize your preferences at various levels in your Salesforce org to choose the way emails are delivered to your customers."). An email, with the invoice PDF document attached, is then sent to the email address of the bill to contact of the invoice. The email body has the invoice ID, the balance amount, and the invoice due date.

If the invoice email is delivered, then a success message appears immediately on the record. If the invoice email delivery fails due to these reasons, an error message appears on the Invoice record.

- Exceeded the daily email limit.
- Missing email address on the invoice's Bill to Contact record.
- Presence of merge fields other than the invoice merge fields on the customized email template.

You can also track the emails in the activity timeline on the Invoice record's Details page.