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.

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Emailing an Invoice to a Client

When you email an invoice a prompt box will come up:

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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. 

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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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