Invoices, Payments, and Deposits
Sending Invoices to Clients
To email an invoice to a client, click Actions > Email to Client. E-mailed Invoices will include a PDF attachment of this Invoice.
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 e-mailed or marked sent, it will go into an Awaiting Payment state.
Emailing an Invoice to a Client
When you email an invoice a prompt box will come up:
To change the recipients of this email, click on Add Recipient. You can then change the email, or add other emails to send it to.
You can also add attachments (from your computer or any attached note files) or even Send yourself a copy (BCC yourself).
Once you're done, click Confirm Send.
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.
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