How Do I Send An Invoice By Email?

• Click Income

 

 

 

• Click List Income

 

 

 

• Follow the instructions here, use the filters to find the Income.

Note: Use the browser search function (Ctrl+f) to find the item in the displayed list.

• Click Pencil  icone on the income entry that will be emailed

 

 

• Click the Email button
  

 

 

• Add or change the email address as necessary. 
  
• When finished, click send email and the system will send a copy of the invoice as a PDF attachment.  
  

 

 

• A memo will then be added to the invoice to show it has been emailed.

 

Notes: The To: email address used will pulled from the customer record, it can be overwritten.

To get a copy of the email for your own records, tick BCC and add your email.

The email text can be edited as required.

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