Email your invoice, quote or receipt to your customers

Save time and effort – you can now email your invoice, quote or receipt directly to your customers! Your invoice is sent as a properly formatted PDF or Microsoft Word attachment.

Emailing invoices is only available with sign-up accounts.

To send an email first click on the envelope now displayed in the Invoice, Quote or Receipt tabs -
Email an invoice from the control panel

You can also send an email from the invoice, quote or receipt review screen by clicking on the button titled ‘Email Invoice’ -
Email an invoice from the control panel
Your email address and the email address for your customer is automatically displayed (if you had entered these email addresses in the supplier and customer details of course).

The invoice template and format (PDF or Microsoft Word) can be selected as well.
Email an invoice - choose the email option from the review screen.

Simply type in your message, click on ‘Send Email’ and your invoice is emailed directly to your customer.

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