You can download the invoice as a PDF from Online Banking and then attach it to an email addressed to your client (from your email inbox, not the Starling Toolkit). Once you’ve sent the invoice to your client, don’t forget to go back into the Toolkit and manually mark the invoice as sent, which will update the invoice status to ‘Sent (awaiting payment)’. That’ll allow you to track it.

Alternatively, you can link your Starling account with Google or Microsoft Office365 via the Marketplace in the mobile app. With Google, you can integrate any gmail or custom email address. Please note that the Microsoft integration is only possible for email addresses ending @outlook.com or @hotmail.com; custom domain names (e.g. @starlingbank.com) aren’t currently supported.

Once you’ve connected with one of these, then you can seamlessly send the invoice by email from Online Banking. Simply select the invoice you wish to send, customise your email note and click ‘Send invoice’. Sending the invoice via the Toolkit will automatically update the status of the invoice to ‘Sent (awaiting payment)’. You will be able to see a copy of the email in your sent items.