Sending Invoices to Customers
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Sending Invoices to Customers
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Sending a Single Invoice to Customers
To send an invoice to a customer:
- Find the invoice that you want to send on the Invoices card
- You can also send invoices from the "View All Invoices" page
- Click on the "Send Invoice" icon
- Include a message if desired
- Select which contacts to email the invoice to
- Invoice contacts appear as options woth checkboxes next to them
- You can also enter additional email addresses to send to; however, you must select at least one contact to send the invoice
- If the invoice is sent, you will see a green circle with a white checkmark confirming a successful send
There is also a Domain Setting to allow Invoice PDFs to be attached to their respective emails.
Sending Multiple Invoices to Customers
To send multiple invoices to customers at the same time:
- Find the invoices that you want to send on the Invoices card and select them
- You can also send invoices from the "View All Invoices" page
- Click on the "View Invoice PDFs" button
- Confirm that all invoices appear as expected
- Click "Send [number] Invoices"
- Select which contacts to email the invoices to
- Invoice contacts appear as options woth checkboxes next to them
- You can also enter additional email addresses to send to; however, you must select at least one contact to send the invoices
- If the invoices are sent, you will see a green circle with a white checkmark confirming a successful send
Invoice Contacts
Once you have sent an invoice to a specific customer email address, it will be saved as an invoice contact and listed in a separate list above other customer contacts within the send invoice menu.
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