To email an invoice to the customer, the invoice should be in the generated status and the customer should have an email address in the customer details page.
Tip: If Email selected button does not appear in the dropdown, ensure that the customer has an email address associated with them.
Instructions
- Navigate to Invoicing.
- Switch to Action Invoices.
- Select invoice(s) in Generated status. Email selected button will appear under the Actions dropdown.
- Click on Email selected invoice button, invoice sending confirmation message will open.
- Click on the Yes button, invoice sending process will start and display the operation progress page.
Comments
0 comments
Please sign in to leave a comment.