Email

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If a client has an email address entered then you are able to email either  a single invoice or multiple invoices.

 

1.Ensure the client has email address
2.Create invoice
3.Save Invoice
4.Preview Invoice (you can set the system up to preview all invoices automatically) or you can preview from the View Invoices screen
5.Now click the @ button on the top toolbar of the preview window:

 

Emailing invoice

 

6.Once you have clicked @ you will see the following message:-

 

Emailing invoice message

 

7.The next window will now show :-

 

Emailing invoices 2

 

8.The email has now been created with the invoice(s) attached and you can now complete the email and send.  A signature and subject can be added.

 

Emailing sending

 

To send multiple invoices please refer to the multi functionality button.