Send client invoice

From Protemos Wiki
(Redirected from Client invoice sending)
Jump to: navigation, search

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.

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:

Resend invoice.png

You also can communicate with your client via messages.

Scroll down the invoice page to the "Messages" field, leave a comment, and press "Send":

Invoice message client.png

Redirect.jpg Back to the table of contents.