How to issue an invoice by email (Online Dashboard)

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This article will show you how to issue an invoice by email using an email template.

Start by opening the job (double click)

Start by opening the job, double click on it

Click New Email

Click New Email

This is the New Email window

This is the New Email window

The client's email will automatically populate the 'To' field. Simply type in any other emails you would like to send the invoice to.

From the Smart Attachments panel, click on the invoice file to attach it

From the Smart Attachments panel, click on the invoice file to attach it

The invoice is now attached

The invoice is now attached

Click Email Templates and select invoice template email

Click Email Templates and select invoice template email

Tip: email templates can be added and customised in Settings > Email Templates.

The Email is now ready to send

The Email is now ready to send

Note: The client's first name is automatically entered.

The email is saved in the diary for future reference

The email is saved in the diary for future reference.
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