Email an invoice to a customer

Use this guide if you want to email an invoice to a customer yourself, for one order. By the end, the customer gets an email from your store with the invoice attached as a PDF.

Before you begin

• On the Free plan, emailing an invoice counts toward your monthly limit of 50 orders. Each order counts once, even if you also print it or email it again. See How the monthly invoice limit works.
• The order needs an email address, unless you type one in yourself with Review & send.
• To email many invoices at once, see Email invoices in bulk. To send every new invoice without doing anything, see Send invoices automatically.

Choose your setup

Use this	When
Send email	You want to send the invoice to the customer’s email address with your usual email text.
Review & send	You want to check or change the address, or change the subject or message for this one email.
The envelope icon on the Orders list	You want to send with your usual text and default template without opening the order.

What customers will see

An email from your store with the invoice attached as a PDF. The subject and message are your invoice email text, unless you changed them in Review & send. To change your usual text, see Customize your invoice emails.

When you send from the order’s page, the PDF uses the template selected in the Templates sidebar. From the Orders list, it uses your default template for orders.

Set it up

Send with Send email

1. Open your Shopify admin and click Invoice Falcon in the left menu.
2. Click Orders in the app’s menu.
3. Click the order number in the Order # column.
4. Optional: pick a different template in the Templates sidebar.
5. At the top of the page, open the Send menu and click Send email.
6. Check the address after Send invoice email to.
7. Optional: tick Send me a copy of the invoice and enter the address that should get a copy.
8. Click Send email.

Check and change the email with Review & send

1. Open the order’s page, as in steps 1 to 3 above.
2. Open the Send menu and click Review & send.
3. In Email(s), check the address, or replace it with the one you want.
4. Change the Subject and Body if you need to. To add details such as the order number, click Variables next to the field, then click Add to field next to the variable you want, for example {{order_number}}.
5. Optional: tick Send me a BCC copy.
6. Click Send invoice.

Changes you make in Review & send apply to this email only. Your saved email text stays the same.

Send from the Orders list

1. Click Orders in the app’s menu.
2. In the order’s row, under Actions, click the envelope icon (Send email).
3. In the Send invoice email window, click Send email.

Check your setup

1. Send an invoice for a test order that uses your own email address.
2. Check your inbox for the email and open the PDF.
3. In Orders, the envelope icon in that order’s row turns blue and its tooltip reads Email sent.

Troubleshooting

The window says it will send to customer instead of an address

The order has no customer email address. Use Send > Review & send and type the address in Email(s).

Failed to send email. Please try again.

Check these in order:

1. The order has an email address. If not, use Review & send and type one in.
2. You haven’t reached the Free plan’s monthly limit. The message then mentions the limit of 50 invoices.
3. If you send from your own domain, the sender address is still set and verified. See Change the sender address.

If it still fails, see Troubleshoot invoice emails.

Send email and Review & send show different addresses

Send email uses the email on the customer’s Shopify profile. Review & send starts with the email on the order itself. The two can differ, for example when the order was placed with a different contact email. Check the address in Review & send and correct it before sending.

Send me a BCC copy is greyed out

You haven’t set a copy address yet. Set one under Copies in the invoice email settings, which needs the Pro plan. See Send copies of invoice emails. Or use Send email and tick Send me a copy of the invoice, which lets you type any address.

The customer says they didn't get the email

Ask them to check spam, and check the address on the order. Then see Troubleshoot invoice emails.

FAQ

Can I send the invoice to a different address than the one on the order?

Yes. Use Send > Review & send and type the address in Email(s).

Does changing the message in Review & send change my email template?

No. The changes apply to that one email. To change the text for every email, see Customize your invoice emails.

Can I email the same invoice again?

Yes. Send it as often as you need. It still counts as one order toward the Free plan limit.

Will the customer see my edits to the invoice?

Yes. The email attaches the current version of the invoice, including any changes you made with Edit invoice. See Edit an invoice.

Can I email quotes and credit notes the same way?

Yes. Open the draft order or credit note and use the same Send menu. For a credit note, use Review & send so you can see the address it goes to. See Send quotes for draft orders and Create credit notes.

Related guides

• Customize your invoice emails, to change your usual subject and message.
• Send invoices automatically, so you don’t have to send each one.
• Email invoices in bulk, for many orders at once.
• Troubleshoot invoice emails, when a customer didn’t get theirs.