Email a New Invoice
If you are creating a new invoice, select the Email checkbox before finishing the invoice.
Email a Previously Created Invoice
- Open the customer profile, and click on the Account & Invoices tab.
- Select the checkbox next to the desired invoice(s).
- From the profile toolbar, click Communicate, then Email and choose Invoices from the drop-down options listed. View
- Add any additional information to the message body and subject line, then click Send. View
Optional: To pdf the invoice and save it to your desktop instead, in step 2, right-click then choose PDF to Desktop. The invoice will be exported to your desktop as a pdf file which can then be attached to an email message.