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How do I email an invoice through the program?

There are a two areas where you can invoice the emails out of the system:

  1. Once the invoice is finalized, at the top right you will see the "Email" button.
  2. From Invoicing Management you can click the envelope icon next to a finalized invoice.

If you invited clients to your Client Portal you also have the ability to automatically email invoices to them once they are finalized. Click here to learn more.

**Note: You can also view email history through the "Send Invoice" box by clicking on the "Email History" tab. You can also view the history by running an "Invoice Email" report. 

 

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    Deborah Cooper

    Would it be possible to export the list of invoices (with each unique invoice link) in .csv format?

     

    Thank you.

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