Difference between revisions of "Send client invoice"
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[[File:Make client contact invoicing.png|border|550px]] | [[File:Make client contact invoicing.png|border|550px]] | ||
| − | You may select and remove the recipients of invoices before sending the email: | + | You may select and remove the recipients of invoices before sending the email right on the '''Send invoice''' page: |
| − | [[File: | + | [[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. | + | So, you can remove the primary contact from the list of recipients and add someone else on the client's side. |
Revision as of 17:02, 15 August 2019
General information
To send an invoice, open the one you need, press "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, press 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.
