We have 2 different options to Attach Invoices to an email:

 

Option 1. From the Invoice List Menu

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  1. Select Invoices: Locate the invoice(s) you’d like to send and tick the checkbox next to each.

  2. Initiate Email: Press the ‘Send Email’ button to open the bulk email screen, confirm recipients and click Next

  1. Select Template: The “Send Invoice” template should be pre-selected for your convenience.

 

  1. Attachment Invoice: Ensure the ‘Include Invoice’ option is ticked

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  1. Send Email: Click ‘Send’ (bottom right) to send the email(s).

 

 

Option 2.  From within a Job

 

 

  1. Email Selection: Click on the customer’s email address at the top of the Job to open the Send Email screen

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  1. Set Category: Click the Category dropdown and select “Invoice”.

  1. Select Template: The “Send Invoice” template should be pre-selected for your convenience.

  2. Include Invoice: Ensure the ‘Include Invoice’ option is ticked.

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  1. Send Email: Click ‘Send’ (bottom right) to send the email(s). 


 

?️? Need to ask one of our friendly support crew? Just email [email protected]