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How to Email an Invoice


Once an invoice has been created it can be emailed to the Client or another party. The Invoice is emailed as a PDF document. When an email is sent an entry an logged in the Client Details > Documents/Phone Calls tab > Contacts (Phone/Email/SMS) section. Please see the Video on how to email an Invoice at the bottom of this page.
 
Click on Email Invoice
The Email Details form will display
How to Email an Invoice
1

Email Recepients

1. Email Recepients
By default the Send to Client tick box is checked
The invoice can also be sent to another party by entering the email address into the Other Receipients box
A Third Party Invoice will be emailed to the Third Party not the the Client.
2

Subject Line

2. Subject Line
Edit the Subject Line as required
3

Attach Files

3. Attach Files
Clicking Attach Files displays the Attachments fields
Click on Click here to add an attachment row
Click on the ...
Browse to find the attachment to add
Click Open
Click the red X to remove from the list
4

Message Body

4. Message Body
Add any comments or notes to the body of the email.
5

OK

5. OK
Click OK to send the email
 
Click OK to Email Sent message.
6

Cancel

6. Cancel
Click Cancel to close and no send the email
 
 

Video of how to email an Invoice