Copy Invoice Data for Emails

This guide explains how to use the copy buttons in the invoice view to quickly paste formatted invoice data into emails or other communications.

Overview

The invoice view includes per-row copy buttons that format data as plain text suitable for pasting into emails. Each row in the totals accordion has a copy button that captures that row’s label and value.

Using the Copy Buttons

  1. Open an invoice and expand the Total accordion (open by default at the top of the invoice view).

  2. Each data row (e.g., Hours, Rate, Amount) has a copy icon on the right side.

  3. Click the copy button for any row to copy it to your clipboard in the format:

    Label: Value

  4. Paste directly into an email, Slack message, or any plain-text field.

Copying Multiple Rows

To copy a summary block for an email:

  1. Click the copy button on each row you want to include.

  2. Paste each into your email in sequence.

The output is deliberately minimal and plain — no HTML, no extra formatting — so it pastes cleanly into any email client.

Example Output

After clicking copy on a row, the clipboard will contain something like:

Hours: 12.5
Rate: $150.00
Amount: $1,875.00

Notes

  • Copy buttons are visible in the web view only — they do not appear in PDF exports.

  • If the clipboard API is unavailable (e.g., non-HTTPS or older browser), the button may not function. Use a modern browser over HTTPS.