Difference between revisions of "Send client invoice"

Revision as of 09:07, 21 October 2020

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.

Resend invoice

In case you need to remind your client about an overdue invoice, you can resend it.

To resend an invoice, press "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 press "Send":