This article explains how to email or print an Invoice. For assistance locating an Invoice, see Finding an Existing Invoice.
Emailing an Invoice
The Invoice will be attached in the email as a PDF file, and the email sender will be the Location where the invoice was generated.
Before you start...
Make sure the email recipient for the invoice to is already saved as a Contact in the Client's profile with their email address. It will save time and avoid mistakes, as a list of Contacts for this client will be suggested.
1. Click Print/Email, at the bottom of the Invoice.
2. Click Email at the bottom of the new window that opens with a preview of the Invoice to be emailed.
3. Select one or more Recipients from the drop-down list or enter a different email address.
4. Select the corresponding Staff Member in the drop-down list for the Reply-To field or keep the Location.
Important!
The Reply To option personalises the Signature at the bottom of the email. If a Staff member is selected in the Reply To field, their email address will be used if the Recipient replies to the email. Signatures of Staff can be customised in Setup > Users > Staff.
5. Change the Email Subject if needed.
6. Add a Message in the email if needed.
7. If required, at Greeting tick Exclude to remove the "Hi / Dear [Name]" placeholder that is added by default.
8. Click Send.
Printing an Invoice
1. Click Print/Email, at the bottom of the Invoice.
2. Click Print at the bottom of the new window that opens with a preview of the Invoice to be printed.
3. Follow the prompts from your internet browser to select the printer, layout, etc.
Important!
If the Invoice does not Print, see Enabling Pop-up Windows.