Send Only What You Need

Releventful's Invoice Editor allows you to customize your client's experience to send only what's needed for immediate action. You can send your client either a proposal, a contract, an invoice individually, or toggle off/on any combination of the three to send things all at once.

When you are ready to send, click the Send to client button (icon shown below) and choose whether to send them a notification by email or SMS text message (if SMS add-on has been purchased). A notification will be sent to them to review the proposal, contract, invoice, or all three.

Don't see the option to send your invoice via an SMS text message? Add the SMS Add-On to your plan

ℹ️ Note: Once the invoice is sent to your client, the Pay & E-Sign button will be enabled on their portal.