Difference between revisions of "Send client invoice"

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(Select recipients)
(Select recipients)
 
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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:W selection of clients invoice recipients.jpg|border|500px]]
+
[[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.

Latest revision as of 18:02, 15 August 2019

General information

To send an invoice, open the one you need, press "Actions" and then "Send":

Send client invoice button.png

It will bring you to the Send invoice page where you can edit the message to the client before sending your invoice:

Send client invoice page new.png

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:

CC client invoice to managers.png

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":

Make client contact invoicing.png

You may select and remove the recipients of invoices before sending the email right on the Send invoice page:

Client invoice change recepients.png

So, you can remove the primary contact from the list of recipients and add someone else on the client's side.