Emailing or Printing an Invoice

This article explains how to email or print an invoice. If you need assistance finding the Invoice, see "Finding an Existing Invoice".

Emailing an Invoice

The Invoice will be attached in the email. The email sender will be the Location where the invoice was generated.

Make sure the person you want to email the invoice to is already saved as a Contact in the Client's profile together 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 dropdown list or enter a different email address.

4. Select the corresponding Staff Member in the dropdown list for the Reply To field or keep the Location.

The Reply To option personalised the Signature at the bottom of the email and the email address of the staff member will be used if the Recipient uses the reply function.

Signatures of Staff can be customised in Practice>Setup>Staff.

5. Change the Email Subject if you wish to.

6. Add a message in the email if you wish to.

7. 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 prompt from your internet browser to select the printer, layout, etc.

If your Invoice does not Print, see "Print and Pop-up Windows Not Apprearing"

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  • 01-Sep-2017
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