Email a sales invoice to a customer

Steps

  1. Click on the Email icon next to the invoice you wish to send
  2. Customise and send the email

Guide Information

  • Difficulty: Beginner
  • Estimated Completion Time: 2 minutes

Step 1.

Navigate to “Sales > Invoices” and click on the Email icon on the invoice that you want to send via email.

Step 2.

Customise the email in any way necessary e.g. entering the customer’s email address and then click the “Send Email” button.

The invoice contains two links, one is a statement containing all of their invoice history, the other is a link to the invoice the email refers to.