This lesson will show you how to issue an invoices by email using an email template.
Start by opening the job, double click on it
Click New Email
This is the New Email window
The clients email will automatically be filled, simply type in any other emails you would like to send it to.
From the Smart Attachments panel, click on the invoice file to attach it
The invoice is now attached
Click Email Templates and select invoice template email
The Email is now ready to send
Note: The clients first name is automatically entered.
The email is saved in the diary for future reference.
