Invoices, Estimates Workflows: SMS/Email control In Send Invoice/Estimate Action

Send Invoice, Send Estimate, and Send Recurring Invoice actions now include a Channel dropdown. Choose Email, Text, or Email & Text for each action—no more separate steps or duplicate actions required.

Open your Workflow in the Automation Builder and add (or edit) a Send Invoice, Send Estimate, or Send Recurring Invoice action. Scroll down to the Channel field highlighted below:
- Email & Text (default) – send via both channels
- Email – send only by email
- Text – send only by SMS

To let your workflows target exactly the right communication channel without extra branches or workarounds.

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