Invoices, Payments, and Deposits
Sending Invoices to Clients
You can send invoices to clients either by email or text message.
Emailing an Invoice
To email an invoice to a client, open the invoice and click Actions > E-mail to Client. Emailed invoices will include a PDF attachment of the invoice as well as a link to view the invoice online using Client Hub.
When you email an invoice to your client, a pop up box will come up
To change the recipients of this email, click on Add Recipient at the top. You can then change the email, or add other emails to send it to.
Other actions you can take before clicking Send Email
- Manually edit the email body to provide more or less information to your client
- Choose Send me a copy to BCC yourself on the outgoing email
- Add attachments from the right of the pop up - these can be uploaded from your computer or you can choose attachments that have been added to the Internal Notes and Attachments for this client.
Texting an Invoice
To text an invoice to a client, you can click either Actions > Send as Text Message or the button for "Send Text Message"
Once you select that you would like to send this invoice via text, a pop-up will appear with a preview of the message and a link to view the invoice in the Client Hub. This link will expire after 24 hours, but the client can still view it by entering the last 4 digits of their phone number to sign into their Client Hub. This message is not customizable.
The client's primary phone number will be the default phone number as long as it is SMS enabled. You can also chose to enter a different phone number or multiple phone numbers.
Other Invoice Actions
To print an invoice, click Actions > Download PDF to access a printable version.
To manually record an invoice being sent to your client, click Actions > Mark as Sent.
Once an Invoice has been emailed or marked sent, it will change status to 'Awaiting Payment'.
If you have not done so yet, invoices can be customized to better suit your branding. Learn more about configuring your invoices in our PDF Configuration options. You can also customize the default invoice email from your Email Templates.
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