Email an Invoice

Emailing an invoice is a quick way to share billing details with a customer. It can be done directly from the invoice, during the sale, or afterward from the contact profile. If your account is connected to Stripe, a direct payment link can also be included for faster processing.

Before proceeding, ensure that you've added your email settings to use Boulevard's email feature or selected to use your desktop email client.

Options:

When Creating a New Invoice: Before saving the invoice, select the Email checkbox to launch an email.

After the Invoice Has Been Saved: If you have already saved the invoice, we do not recommend opening it in edit mode to send the invoice, as that recalculates the invoice and can cause issues if part numbers or other information have changed. Instead, you can email the invoice from the contact profile.

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When Creating a New Invoice

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1. When creating a new invoice, select the Email checkbox.
2. When finished, select Save , and then an email message with the invoice attached will launch (if using a desktop client such as Outlook, the message form from their application will appear). 
3. Add any additional information to the message body and Subject field.
4. To receive a copy of the email, select the CC me checkbox. When finished, select Send.
5. Once the email has been successfully sent, click OK.

Tip: Choose to email invoices by default from the Invoice tab in Preferences, or individually under customer profile settings.

After the Invoice Has Been Saved

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1. In the customer profile, choose the Account & Invoice tab.
2.  Select the checkbox next to the invoice to be emailed.
3. From the profile toolbar, click Email, then choose Invoices from the drop-down.
4. If you use Boulevard's email feature, the New Message email form will appear (if using a desktop client such as Outlook, their message form will appear). Add any additional information to the message body and Subject field.
5. To receive a copy of the email, select the CC me checkbox. When finished, select Send.
6. Once the email has been successfully sent, click OK.

Note:  To pdf the invoice and save it to your desktop instead, in step one, right-click and 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.

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Additional Information:

• See Email a Direct Payment Link for Stripe to include a Pay Invoice button, which allows your customer to pay the invoice on their end.
• Add a Default Signature to Email Messages
• Emailing from Different Areas in Boulevard