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 the email address listed. You can then change the email, or add other emails to send it to.
There are also buttons on the prompt box to Add CC, BCC yourself, and Add Attachments.
Once you're done, click Confirm Send.
Learn more about PDF Configuration options.
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