--- title: Sending Invoices with Customized Email, Recipient, Attachment, or Date Options description: When sending or resending invoices, you have the flexibility to select different recipients and personalize the text and attachments of your invoices. --- [Skip to content](https://support.zapfloorhq.com/knowledge-base/sending-invoices-with-customized-email-recipient-or-attachment-options#main-content) English Show submenu for translations [Contact us](https://support.zapfloorhq.com/knowledge-base/kb-tickets/new?hsLang=en) ![Avatar 8-1.png\]](https://support.zapfloorhq.com/hs-fs/hubfs/Avatar%20%208-1.png?height=40&name=Avatar%20%208-1.png) - [Default HubSpot Blog](http://blog.zapfloorhq.com/) - zapfloor Open main navigation Close main navigation - [Default HubSpot Blog](http://blog.zapfloorhq.com/) - zapfloor - English Show submenu for translations - [Contact us](https://support.zapfloorhq.com/knowledge-base/kb-tickets/new) - [Go to zapfloor.com](https://www.zapfloor.com/) [Go to zapfloor.com](https://www.zapfloor.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.zapfloorhq.com/knowledge-base?hsLang=en) 2. [Invoicing your customers](https://support.zapfloorhq.com/knowledge-base/invoicing-your-customers?hsLang=en) 3. [Creating and Managing Invoices](https://support.zapfloorhq.com/knowledge-base/invoicing-your-customers?hsLang=en#creating-and-managing-invoices) # Sending Invoices with Customized Email, Recipient, Attachment, or Date Options ## When sending an invoice, you can customize how and when it is sent. Depending on your needs, you can adjust the email, recipient, attachment, or invoice date before sending. When sending an invoice, Zapfloor allows you to customize a few details before the invoice is sent. Depending on your needs, you can choose a different **recipient**, customize the **email text**, add **attachments**, or adjust the **invoice date**. ### Step 1 : Getting started 1\. To get started, open the (draft) invoice you want by going to the billing module. Then open the draft invoices by going to invoices and select from the dropdown menu the draft invoices. ![Screenshot 2026-08-31 at 14.13.41](https://support.zapfloorhq.com/hs-fs/hubfs/Screenshot%202026-08-31%20at%2014.13.41.png?width=217&height=220&name=Screenshot%202026-08-31%20at%2014.13.41.png) 2\. The list will open and you can select the draft you want to send out. Simply click on the binocular. The draft will open. After that click on the blue process and send button. ![Screenshot 2026-08-31 at 14.15.30](https://support.zapfloorhq.com/hs-fs/hubfs/Screenshot%202026-08-31%20at%2014.15.30.png?width=211&height=45&name=Screenshot%202026-08-31%20at%2014.15.30.png) 3\. The pop up will open. In here you can adjust the following options. ![Screenshot 2026-08-31 at 14.16.48](https://support.zapfloorhq.com/hs-fs/hubfs/Screenshot%202026-08-31%20at%2014.16.48.png?width=670&height=208&name=Screenshot%202026-08-31%20at%2014.16.48.png)     ### Step 2 : Selecting the different options #### 1. Custom attachment Select the **Send email** checkbox. The **Add attachment** button will then appear, allowing you to upload additional documents to send with the invoice. The invoice PDF itself is always attached automatically. Additional attachments can be added on top of the invoice PDF. ![Screenshot 2026-08-31 at 14.20.11](https://support.zapfloorhq.com/hs-fs/hubfs/Screenshot%202026-08-31%20at%2014.20.11.png?width=156&height=54&name=Screenshot%202026-08-31%20at%2014.20.11.png) #### 2. Custom date To use a different invoice date, select the **Use custom date** checkbox. An additional field will appear where you can select the date you want to use for the invoice. Once you have reviewed and selected the desired options, click **Confirm**. The invoice will be send. ![Screenshot 2026-08-31 at 14.27.30](https://support.zapfloorhq.com/hs-fs/hubfs/Screenshot%202026-08-31%20at%2014.27.30.png?width=242&height=235&name=Screenshot%202026-08-31%20at%2014.27.30.png)   #### 3. Recipient If you want to send the invoice to a different recipient then the default one. Select **Use alternate email address**. Additional options will appear, allowing you to either **select a user** from the available list or **enter a custom email address** manually. After that you can send the invoice out.   ![Screenshot 2026-08-31 at 14.28.00](https://support.zapfloorhq.com/hs-fs/hubfs/Screenshot%202026-08-31%20at%2014.28.00.png?width=291&height=151&name=Screenshot%202026-08-31%20at%2014.28.00.png) #### 4. Custom email text To customize the email accompanying the invoice, select **Use alternate email text** and enter your own message. If you leave this option unchecked, Zapfloor will use the standard invoice email template configured under **Settings \> Emails \> Templates**. The invoice PDF will always be included as an attachment. ![Screenshot 2026-08-31 at 14.28.26](https://support.zapfloorhq.com/hs-fs/hubfs/Screenshot%202026-08-31%20at%2014.28.26.png?width=670&height=368&name=Screenshot%202026-08-31%20at%2014.28.26.png)   ### Step 3 : Sending out the invoice Once you have reviewed and selected the desired options, click the blue **Confirm button.**  A confirmation message will appear. ![Screenshot 2026-08-31 at 14.28.48](https://support.zapfloorhq.com/hs-fs/hubfs/Screenshot%202026-08-31%20at%2014.28.48.png?width=89&height=51&name=Screenshot%202026-08-31%20at%2014.28.48.png) - [Getting Started](https://support.zapfloorhq.com/knowledge-base/getting-started?hsLang=en#main-content) - [Initial Setup](https://support.zapfloorhq.com/knowledge-base/getting-started?hsLang=en#initial-setup) - [Initial Data Import](https://support.zapfloorhq.com/knowledge-base/getting-started?hsLang=en#initial-data-import) - [First Use](https://support.zapfloorhq.com/knowledge-base/getting-started?hsLang=en#first-use) - 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