How to issue an invoice by email online

Follow

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

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 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

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

The Email is now ready to send

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.

The email is saved in the diary for future reference.
Have more questions? Submit a request