Difference between revisions of "Send client invoice"
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| − | + | =='''General information'''== | |
| + | To send an invoice, open the one you need, click '''"Actions"''' and then '''"Send"''': | ||
| − | + | [[File:Send client invoice button.png|border|1000px]] | |
| − | [[File: | + | It will bring you to the '''Send invoice''' page where you can edit the message to the client before sending your invoice: |
| + | |||
| + | [[File:Send client invoice page new.png|border|1000px]] | ||
The subject and the message are generated automatically, but you can edit them. | The subject and the message are generated automatically, but you can edit them. | ||
| − | Once you are confident that the message is ok, | + | Once you are confident that the message is ok, click the '''"Send"''' button. |
The client will receive your invoice by email. | The client will receive your invoice by email. | ||
| + | |||
| + | =='''Carbon copy'''== | ||
| + | |||
| + | You may also send a carbon copy of the invoice email to the emails of your management team: | ||
| + | |||
| + | [[File:CC client invoice to managers.png|border|450px]] | ||
| + | |||
| + | =='''Select recipients'''== | ||
| + | |||
| + | You have the option not to send invoices to the main contact. | ||
| + | |||
| + | You can select a person on the client side who will be getting invoices by default. E.g. you can create the client's accountant in the '''<U>[[Update contact person|client profile]]</U>''', and then mark this contact as "Invoicing": | ||
| + | |||
| + | [[File:Make client contact invoicing.png|border|550px]] | ||
| + | |||
| + | You may select and remove the recipients of invoices before sending the email right on the '''Send invoice''' page: | ||
| + | |||
| + | [[File:Client invoice change recepients.png|border|550px]] | ||
| + | |||
| + | So, you can remove the primary contact from the list of recipients and add someone else on the client's side. | ||
| + | |||
| + | =='''Resend invoice'''== | ||
| + | |||
| + | In case you need to remind your client about an overdue invoice, you can resend it. | ||
| + | |||
| + | To resend an invoice, click '''"More actions"''', and then the '''"Resend"''' button: | ||
| + | |||
| + | [[File:Resend invoice.png|border|900px]] | ||
| + | |||
| + | You also can communicate with your client via messages. | ||
| + | |||
| + | Scroll down the invoice page to the <U>[[Client invoice view#Messages|'''"Messages"''']]</U> field, leave a comment, and click '''"Send"''': | ||
| + | |||
| + | [[File:Invoice message client.png|border|500px]] | ||
| + | |||
| + | [[File:Redirect.jpg|40px|link=Send client invoice]] Back to the '''table of contents'''. | ||
Latest revision as of 16:05, 7 September 2022
General information
To send an invoice, open the one you need, click "Actions" and then "Send":
It will bring you to the Send invoice page where you can edit the message to the client before sending your invoice:
The subject and the message are generated automatically, but you can edit them.
Once you are confident that the message is ok, click the "Send" button.
The client will receive your invoice by email.
Carbon copy
You may also send a carbon copy of the invoice email to the emails of your management team:
Select recipients
You have the option not to send invoices to the main contact.
You can select a person on the client side who will be getting invoices by default. E.g. you can create the client's accountant in the client profile, and then mark this contact as "Invoicing":
You may select and remove the recipients of invoices before sending the email right on the Send invoice page:
So, you can remove the primary contact from the list of recipients and add someone else on the client's side.
Resend invoice
In case you need to remind your client about an overdue invoice, you can resend it.
To resend an invoice, click "More actions", and then the "Resend" button:
You also can communicate with your client via messages.
Scroll down the invoice page to the "Messages" field, leave a comment, and click "Send":
Back to the table of contents.
