Can I send an invoice by text message instead?

Not directly, but you can share the link yourself. Open View Invoice from the invoice menu, copy the page URL, and text it to your client. The page works the same regardless of how the link arrives.

Does the email include a PDF attachment?

No. The email has a View Invoice button that opens the invoice online. Your client can download a PDF from that page if they need a file.

Can I send to more than one person?

Yes. Type several addresses separated by commas in the Email Address field of the send dialog.

Why didn't my client get the invoice email?

The invoice shows Sent, the client swears they got nothing. Work through these checks in order; the first two solve almost every case.

1. Check where it actually went

Open the invoice and look at its activity feed. Every send is logged as "Invoice sent to client (address) by (name)", with the exact address used. A typo there is the most common cause.

One catch to know: the send dialog pre-fills the email address that was snapshotted when the invoice was created. If you fixed a typo on the client's record afterward, an existing invoice still offers the old address. Edit the Email Address field in the send dialog before hitting Send; it accepts any address you type.

2. Have your client check spam

The email is delivered by WorkZen's mail system, so it arrives from a workzen.io address, not from your own email. Some inboxes file that under spam or promotions, especially the first time. Ask your client to search for the invoice number or "WorkZen", and to mark the message as safe so future invoices land in the inbox.

3. They got it, but expected an attachment

The email contains your message, an invoice summary, and a View Invoice button that opens the invoice online. There is no PDF attached. Clients scanning for an attachment sometimes miss the button; the page itself offers Download PDF if they want a file.

4. Read the Viewed indicator

When your client opens the invoice link, the invoice shows a Viewed indicator and the activity feed logs "viewed this invoice", with a notification to you. So:

What you see	What it means
Sent, then Viewed	The email arrived and the link was opened. Any dispute is about attention, not delivery.
Sent, never Viewed	The link was never opened. Verify the address (step 1), then resend.

Your own team opening the link does not count as a client view, so the indicator stays trustworthy.

5. Resend it

There is no separate resend button because none is needed: choose Send Invoice from the invoice menu again. Each send is logged in the activity feed, and sending an invoice twice has no side effects beyond a fresh email.

Note

If you do not see Send Invoice in the menu at all, your account lacks the send invoices permission (ask an admin), or the invoice is a recurring-series template, which cannot be sent directly.

If you see a phone verification message

If sending is blocked with "Verify your phone number by text to send documents to clients", WorkZen is asking you to verify your company by SMS once before emailing documents. Click Verify by text, enter the code you receive, and sending unlocks for your whole company.

Still nothing?

Email delivery can occasionally fail after WorkZen hands the message off, without any error shown. If the address is right, spam is clear, and a resend still does not arrive, send the link by another channel: open View Invoice, copy the URL, and text or message it to your client directly. The invoice page works the same however the link arrives, and payment, viewing, and receipts all behave normally.