New! Choose Email, SMS, or Both When Sending Invoices & Estimates in SalesEdge.io Workflows

We’ve made it even easier to communicate with your clients directly from SalesEdge.io workflows. Now, when sending invoices or estimates through automation, you can choose exactly how they’re delivered — by email, text message, or both.

This means no more duplicating actions or creating complicated workarounds. Just select your preferred communication method and go!

What’s New?

• The “Send Invoice,” “Send Estimate,” and “Send Recurring Invoice” workflow actions now include a “Channel” dropdown.

• You can choose:

  • Email & Text – send via both channels (default)

  • Email – send only by email

  • Text – send only by SMS

How to Use It

1. Open your workflow in the Automation Builder inside SalesEdge.io.

2. Add or edit a “Send Invoice,” “Send Estimate,” or “Send Recurring Invoice” action.

3. Scroll down to the new “Channel” field and select your preferred option.

4. Save the action and publish your workflow. That's it!

This update gives you full control over how your invoices and estimates are delivered—so you can reach clients on the channel that works best for them, without adding extra steps to your process.

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.