This guide outlines how to send invoices to your customers by email. The following instructions will show you how.
đď¸Note - You can only email an invoice if it has been generated for the job. See the adding and editing jobs article for instructions on generating an invoice.
We have 2 different options to attach Invoices to an email...
Method 1 - Sending from the Invoice List
Select the Invoice List in the Jobs section of the side-menu:
Select the Invoices youâd like to send and tick the checkbox next to each.
Press the Send Email button to open the bulk email screen, confirm recipients and click Next
Select the Template - the âSend Invoiceâ template should be pre-selected for your convenience
Ensure the Include Invoice option is ticked
Click Send (bottom right) to send the email(s).
Method 2 - Sending Invoice from Within a Job
Click on the customerâs email address at the top of the Job to open the Send Email screen
Click the Category dropdown and select Invoice
Select Template: The âSend Invoiceâ template should be pre-selected for your convenience.
Ensure the Include Invoice option is ticked.
Click Send (bottom right) to send the email