Emailing or printing invoices

Email invoices to your customers or print and mail them to collect payment.

Jump to:

• Email a new invoice
• Email an existing invoice
• Email invoices in bulk
• Print an invoice

Email a new invoice

1. Check Email on the new invoice screen after you've entered all invoice details
2. Select Now
3. Select Preview and send
4. Select the Reply-to
   • This is where replies will be sent if your customer replies to the sent invoice via email
5. Select Send a copy to me if you want a copy of the invoice email sent to you
6. Enter the To email address, if needed
   • This will be prefilled if the customer has an email address on their record
   • If you enter or edit an email address here, it'll be added to the customer's profile as a new contact
7. Enter any other email addresses in the CC field, separate each address by a comma and a space
   • This will be prefilled with any of the customer's contact email addresses
   • If you enter or edit an email address here, it'll be added to the customer's profile as a new contact
8. Edit the Subject as needed
9. Edit the email body as needed
10. Select Send

Email an existing invoice

1. Select Invoices in the navigation menu
2. Select the invoice number you want to email
3. Select Send invoice
4. Follow steps 4-10 above for emailing a new invoice

Email invoices in bulk

1. Select Invoices in the navigation menu
2. Select the checkboxes next to the invoices you want to email
3. Select Send Invoices
4. Review the details for each invoice
5. Select Edit to change or add email addresses
   • Email Address and Default CC will be prefilled with the customer's email address from their record, and any contact email addresses
   • If you enter or edit an email address here, it'll be added to the customer's profile as a new contact
   • Default CC's can't be edited - add or remove contacts under the customer record, or send the invoice separately to change all CC addresses
6. Select Review and Send
7. Select the Reply-to
   • This is where replies will be sent if your customer replies to the sent invoice via email
8. Edit the Subject as needed
9. Edit the email body as needed
10. Select Send Invoices

Note: If you are sending multiple invoices to the same customer, they'll receive separate emails - one for each invoice.

Print an invoice

Print an invoice if you need a physical copy.

1. Select Invoices in the navigation menu
2. Select the invoice number
3. Select More actions
4. Select Print

Things to know

• Any email addresses added to the CC field will be added as a Contact for the Customer, if it doesn't already exist
• Currently, we only have the option to download or print one invoice at a time
• The status of the invoices will be updated to sent on the Invoices page and Customer Details page when emailed or printed