You can email invoices to clients. Navigate to the invoice you want to email by going to Invoicing > Invoices and clicking on the Invoice you wish to send. You will see a ‘Send Invoice’ button at the top of the invoice.
Figure: Click Send Invoice Button to Email it to a Client
This will bring up the Send Invoice popup. All client contacts and team contacts with admin/finance manager roles are listed as recipients. You can select one or more of them to receive this email.
You can also nominate the primary recipient using the “Customer Contact” field while editing the invoice. We will populate their name/email automatically under the Recipients in the Send Invoice popup and you can add more users to the Cc field if required.
The Subject and Message are pre-filled based on the Send Invoice template however you can change any of the email content before sending the invoice.
Figure: Use the Send Invoice Button to Email Invoices to Clients
If you would like the invoice attached as a PDF to the email then check the “Include PDF version of the Invoice” and click “Send”. This will email the Invoice (and attachments) to everyone chosen as well as set the status of the invoice to “Sent”.
You can also track whether the email and Invoice have been viewed by your customer.
Need more help with Invoices? Read our Getting Started with Invoices Guide, or contact our support team via chat or by emailing them at support@avaza.com