You can email invoices to your customers directly from Puzzle. Sent invoices include your branding and a PDF attachment automatically.
Send an invoice
There are two ways to send:
From a new invoice: fill in the details and click Post and send.
From a posted invoice: open it and click Send.
The compose screen
Before the email goes out, you'll see a compose screen where you can review and adjust:
From / Reply-to — emails are sent from your company name via Puzzle (shown as Your Company via Puzzle <[email protected]>). When your customer replies, it goes to your company email. Set this up in Settings > Company before sending.
To — pre-filled from the customer's email on the invoice. You can edit or add recipients as needed.
Cc — optional, if others need a copy.
Subject — pre-filled, but you can edit it however you like.
Message — an optional personal note to your customer.
Click Send. You'll see a confirmation once the invoice has been delivered.
Re-send an invoice
Need to follow up? Open a posted invoice and click Send again. Puzzle records it as resent so you have a clear history.
Check whether an invoice was sent
Once an invoice has been emailed, its detail page shows "Sent to {recipient} on {date}" at the top — so you always know what went out and when.
Tip: Add your logo and brand color before sending so your invoices look polished. See Customizing Your Invoices.