To email invoices directly from Boulevard, ensure that you have set up and Connected Your Online Email Address in Preferences first.
Email a New Invoice
If you are creating a new invoice, select the Email check box before finishing the invoice.
Email a Previously Created Invoice
- Open the customer's profile, and click on the Account & Invoices tab.
- Select the next to the desired invoice(s), then click next to and choose Selected Invoices from the drop down options listed.
- 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 above, 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.