Sending Invoices to Customers

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