The invoicing tools in Appliance.io make it simple to send professional invoices, download PDFs, and email statements for multiple orders. Whether you’re billing a single customer or managing accounts for contractors and builders, everything you need is built right into the platform.
📍 Sending an Invoice from an Order
To send an invoice for a specific order, start by opening the Order you want to invoice. In the top-right corner, click the Select Action menu, then choose E-mail from the dropdown. This opens the invoice email setup window.
✉️ Email Setup & Recipient Options
At the top of the popup, you can enable the Sender Preference toggle to switch the sender to a salesperson on the Order
Next, select the recipient’s email address from the dropdown — or manually add a new email if needed.
Below that, you’ll see the Carbon Copy (CC) field. This is useful for including:
A billing department
A contractor or builder
A project partner
Anyone added here will receive the invoice email as well.
📝 Subject Line, Signature & Message
Click into the Subject field to edit the email subject. A default subject is already written for you, but you’re free to customize it however you like.
You’ll also see an option to Insert Signature. If you haven’t uploaded a signature yet, click Manage Signature — this will take you to My Profile, where you can add one.
Then, type the message you’d like to send to your customer in the email body.
📎 Attachments & Invoice Display Options
You can attach up to 10 files to the email if you need to include additional documents.
Before sending, you’ll also have the option to customize what appears in the invoice email:
Send without Model Number
Send without Pay Link
Send without Fulfillment & Protection Plan
Or, you can send the email with all details included.
When everything looks good, click Send.
✅ Sent Confirmation & Customer View
After sending, a notification will appear confirming that the invoice has been sent successfully.
From the customer’s perspective, they’ll receive an email with the invoice attached as a PDF file, making it easy to download, review, or forward.
📄 Invoice PDF Overview
The attached invoice includes all essential order details, such as:
Invoice number
Company address
Billing information
Product details
Payment and charge breakdown
Everything the customer needs to understand the order is clearly laid out in one document.
⬇️ Downloading an Invoice Instead
If you prefer not to email the invoice, you can download it instead.
Go back to the Select Action menu and click Download.
You’ll see the same formatting options available as when emailing, allowing you to generate the exact invoice version you need.
📊 Bulk Invoicing with Email Statements
For customers with multiple open orders — such as contractors or builders using credit lines — you can send invoices in bulk using Email Statements.
From the sidebar, click Reports.
Under the Accounting section, select Accounts Receivable.
Use the search bar to find your customer by name.
When their orders appear, check the ones you want to include in the statement.
📧 Sending an Email Statement
After selecting the orders, click Email Statement. You’ll be able to review the email details and print the statement if needed.
Once everything looks correct, click Send Email Statement. The statement will be emailed immediately.
🎉 You’re All Set!
That’s it! With Appliance.io, you can easily send invoices, download PDFs, and manage bulk billing — all from one place. Whether you’re handling one order or many, invoicing stays fast, flexible, and professional.