Follow these steps to send an invoice to a customer via email or print.
1. Find the Order and Click the Invoices Tab
Find the order you'd like to send the invoice for and open the order view
From the order view screen, click on the Invoices tab within the order.
You’ll see options to Email (blue button in the upper right) or Print (gray button in the upper right) the invoice.
3. Send the Invoice
Click Email to send the invoice electronically.
The customer's email address will auto-populate.
The email will be generated using your saved Email Template but you can edit the email before sending.
Once ready, click the Send button.
4. How to Verify Sent Invoices
You can confirm the email was sent in the Client Profile under Email Logs.
You'll also be able to preview the email sent to the customer by clicking the Eye icon.
The email includes a Proceed to Payment link which opens the credit card payment form and an invoice attachment is included for reference
If the invoice attachment is missing, check if it is added to your email template under your email settings.
5. Sending Multiple Invoices
To send multiple invoices at once, create a statement (covered in another guide).
Need Help?
If you have any questions, contact our team at [email protected].