Send an Invoice

Learn how to send an invoice in AroFlo Office

Updated on March 6th, 2024

Approve an Invoice

Once your invoice totals are correct, set the Status to Approved and Save the invoice to move it into the 'Approved Invoices' section of your Accounts > Invoices list.

To save time, use the (three dots) button next to Save and mark the invoice as approved at the same time.


An invoice must be set to Approved before it can be pushed across to your accounting package.


Delivery Status (MYOB)

This dropdown menu will only appear if you have an accounting integration with MYOB or MYOB AccountRight Live. Look for it below the Print Options dialog box.


This feature relates to the ‘Invoice Delivery’ field in MYOB:

For more information please consult MYOB support.




Preview an Invoice

The Print Options section lets you preview, print or email the invoice.

For more information about invoice layouts, see Standard Layouts.


To preview an invoice, go to the Print Options (bottom left) and click Preview.

A preview will appear. If you'd like to use a different layout, select a layout from the dropdown list and click Preview.

Saving Invoice Layouts

The Layout field displays the Default Print Layout. If you change the layout and save the invoice, AroFlo will remember the selection if you need it again in the future. The default will also display, just in case you need it.

  • Switching the layout from the default works in conjunction with Online Invoices
  • You can also customize any of AroFlo's standard layouts. See Custom Layouts.


Send an Invoice

When emailing your invoice to your client, you have a couple of options available to you:

Online Invoice

The easiest way to send invoices to your clients is using Online Invoices. Using this method, you send an email to your client, containing a link to the online invoice.

The benefits of using Online Invoices are:

  • Clients can pay invoices through AroFlo's external invoice viewer, automatically updating the balance due in AroFlo.
  • Clients can ask follow-up questions, which are then recorded in AroFlo.
  • You can easily share documents online with your client.
  • You'll get notified when a client asks you a question, and your client gets notified when their question is responded to.

See Online Invoices for more information, including how to set this up.


Attached as a PDF

Alternatively, you can attach your invoice to an email and send this to your client:

  1. Scroll down on your invoice to the Print Options.
  2. Select the appropriate layout from the Layout dropdown (see above)
  3. Click Email.
  4. In the Contact field, select the appropriate Client contact from the dropdown menu, or type the email address directly into the To: field.
  5. Edit the Subject and email Body if required OR select an email content template from the Select Template menu.
  6. Click the checkbox next to Invoices to attach the invoice to the email as a PDF.    

    Click the PDF to preview your invoice with your selected layout.

  7. (Optional) Attach any files relating to the invoice using Attachments > Invoice Documents.
  8. (Optional) Click the box next to Job Sheet and/or Quotes (if the task was quoted) to attach this to your email as a PDF.
  9. Click Send Email.

Read more on sending emails.



Sent Invoices

Once the invoice is sent to the customer, you can indicate this by ticking the Cus. Invoiced checkbox. If you've emailed the invoice from the invoice editor, this will occur automatically.

Any Invoices with Cus. Invoiced ticked will have a appear on the Accounts > Invoicing views.