How to Send Invoices

Tip

Invoices can be sent out to contacts using the "Send Invoices" screen. Invoices will be attached to an email and can be sent out individually, or bulk selected and sent at once.

1. 👆 Navigate to Email 👉 Select Send Invoices.

2. 👆 Use the checkbox to select an invoice to send.

Tip

👆 To send multiple invoices at once (bulk), hold shift and select more.

3. 👆 Click "Next".

4. ✍️ Enter an email Subject into the field.

5. ✍️ Change / format the text in the editor to customise the email body.

6. 👆 Choose to attach additional documents to the email. This could be a cover note for example.

7. 👆 Choose the relevant contact each invoice is to be sent to. The field will be auto-populated if the entity has an assigned invoicing contact. Otherwise, choose from the dropdown list of contacts assigned to that entity.

8. 👆 Click "Send Email/s".

9. 🥳 A green banner indicates that the emails were successfully sent.

10. 🥳 Find in the partitions selected email folder, a copy of the outgoing emails.

Tip

After sending the invoices out, the attributes for "Sent via Email" and "Last Sent" are updated. These attributes are found on the Invoices Overview and the Send Invoices Wizard. This is useful to see which invoices have been sent out the system and when.