> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).
# Email an invoice, send it manually, or download the PDF
Email an approved invoice with its PDF attached, record that you delivered it yourself, or download the PDF.
## Email the invoice
1. Open an approved invoice. After you click **Approve**, the send screen opens on its own.
2. Otherwise click **Send** at the top of an approved invoice. Once it has been sent, the button reads **Resend**; on an invoice you uploaded, it reads **Send to customer**.
3. Under **Recipients**, check the **To** address. It starts with the customer's email. Click **CC** or **BCC** to add more people.
4. Edit the **Subject** and the message if you like.
5. Click **Send**.
You see "Invoice sent to *customer*!" and the invoice moves to **Sent**.
## What your customer receives
- **From:** ZeraBooks <noreply@zerabooks.com>. Replies go to your company's contact email, or your sign-in email if there's none.
- **Subject:** "New Invoice from *your company* via ZeraBooks" unless you change it.
- **Body:** your message as plain text. It starts from the invoice memo, or "Here is your invoice. We appreciate your prompt payment using your preferred method."
- **Attachment:** the invoice PDF.
There are no links, logos or payment buttons in the email.
{% hint style="info" %}
**Note:** ZeraBooks does not process card or online payments. Your customer pays you the way they normally do (bank transfer, check, cash), and the payment is recorded when you upload the bank statement it appears on.
{% endhint %}
## Send it manually
If you delivered the invoice yourself (by hand, from your own email, in a portal), record that instead:
1. On the send screen, open the arrow next to **Send**.
2. Choose **Send manually**.
You see "Marked as sent manually. No cash or journal entry was created." The invoice moves to **Sent**, so it can become **Overdue** and receive reminders later.
## Download the PDF
On the send screen, find **Invoice PDF** and click **Download**. The file is named after your company and the invoice number.
## Frequently Asked Questions
Can I send an invoice to more than one person?
Yes. Add addresses in **To**, **CC** or **BCC**, up to 10 recipients in total. At least one **To** recipient is required.
Where do replies to the invoice email go?
To your company's contact email, set in **Settings** › **Company**. If none is set, replies go to the email you sign in with.
Can my customer pay online from the invoice?
No. ZeraBooks doesn't process payments and puts no payment link in the email. Record the payment by matching the deposit once the bank statement is uploaded, or with **Mark as Paid…**.
Why can't I send a draft?
Only approved invoices can be sent. Approve the draft first; the send screen opens right after.
What does "Send manually" change in my books?
Nothing. It only records that the customer has the invoice, which moves it to **Sent**. No cash or journal entry is created.
What does "is not a valid email address" mean?
One of the recipients isn't a complete email address. Fix or remove it and click **Send** again.
---
## Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://www.zerabooks.com/help/invoices/send-an-invoice.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
The full index is at https://www.zerabooks.com/help/llms.txt. An MCP server with `searchDocumentation`, `getPage` and `askQuestion` tools is at https://www.zerabooks.com/help/mcp.