Send invoices by email

Norman emails your invoice to your client as a PDF attachment. You can do this when you save the invoice or later from the invoice view. Sending invoices by email is part of the paid plans. You can send quotes on every plan. Before you send your first invoice, verify your email address.

Send when you save

1. Create the invoice as usual and click Next.
2. On the last step, switch on the Send to your client card.
3. Check the recipient under To, the Subject and the Message.
4. Click Save and send.

Norman fills in the subject and message in the invoice's language, not in the language of your interface. So a German invoice gets a German text, even when you use Norman in English. If you change the text, your version stays.

If your client has no email address yet, Norman tells you on the last step. Click Add email address. Under To you can also enter another address, for this invoice only.

While the card is on, Save as draft is not available. Norman never sends a draft.

Variables in the text

Type # in the subject or the message to insert a variable. When the email goes out, Norman fills in the invoice's values:

• Invoice number
• Client name
• Invoice amount, for example "€1,190.00" on an English invoice
• Invoice due date and Invoice issued date, for example "15 Oct 2026"
• Full name: your name

Norman writes amounts and dates the way the invoice's language writes them.

Send an issued invoice

1. Open the invoice in the list.
2. In the sidebar or in the row menu, choose Send invoice by email.
3. Check To, Subject and Message. Under Attached invoice you see the PDF that Norman attaches.
4. Click Send.

A draft does not have this action. Issue it first. You send cancellation invoices, credit notes and delivery notes the same way with Send by email, and quotes with Send quote by email.

What your client receives

• The email comes from "Your company name via Norman". When your client replies, the reply goes to the email address on your invoice.
• The invoice is attached as a PDF. When your invoice data is complete, the PDF is also an e-invoice. Read Create, send and receive e-invoices.
• When online payment is on for the invoice, the email ends with a link to pay.

A copy for you

With Send a copy to me, your company's email address gets a blind copy. If you send the invoice to your own address, only one email arrives.

When the email does not arrive

• Check the client's email address and ask them to look in their spam folder.
• Check that your email address is verified and that your plan includes sending.
• When a recurring invoice cannot be sent, Norman tells you why. The invoice is issued anyway. Then send it as described above.

Related articles

• Payment reminders and dunning notices
• Set up recurring invoices
• Invoice status, drafts and payments
• Create, send and receive e-invoices