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Email an Invoice

How to email a single Invoice to your Customer

Stephen Kuhn avatar
Written by Stephen Kuhn
Updated over a week ago

Read Time: 1 minute

Once you create an Invoice, you need to send it out to your Customer!

To email an Invoice to a Customer and any other needed recipients, follow the steps below:

  1. Start in the Invoice Module, in the Invoice Tab.

  2. Scroll down to find the Invoice or search for it using the filters at the top.

  3. Click the Email Button on the right. The email button is a letter icon.

  4. A pop-up appears, allowing you to edit the following information:

    1. add additional email addresses to receive the invoice. Separate additional email addresses with a comma.

    2. Add or replace the Contact that received the Invoice.

    3. Change the subject line.

    4. Change the default email body.

  5. Once the details are all accurate, click Send.

  6. Once sent, a Y appears under the Email column near the Invoice.

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