Email, mail or print invoices

You can select to email or print an invoice, depending on what works best for your workflow.

Jump to:

• Email a new invoice
• Email an existing invoice
• Email Invoices in bulk
• Print invoices
• Mark invoices as printed
• Things to know

Email a new invoice

1. Select Email on the new invoice screen after you've entered all invoice details
2. Select Now
3. Select _Preview and send
4. Select the Reply-to
   • This is where replies will be sent if your customer replies to the sent invoice via email
5. Select Send a copy to me if you want a copy of the invoice email sent to you
6. Enter the To email address, if needed
   • This will be prefilled if the customer has an email address in their record
   • If you enter or edit an email address here, it'll be added to the customer's profile as a new contact
7. Enter any other email addresses in CC, separate each address by a comma and a space
   • This will be prefilled with any of the customer's contact email addresses
8. Edit the Subject as needed
9. Edit the email body as needed
   • Note: the email body has a 4000 character limit
10. Select Send

Email an existing invoice

1. Select Invoices in the navigation menu
2. Select the invoice number you want to email
3. Select Send invoice
4. Follow steps 4-10 above for emailing a new invoice

Email Invoices in bulk

1. Select Invoices in the navigation menu
2. Select the invoices you want to email
3. Select Send Invoices
4. Review the details for each invoice
5. Select Edit to change or add email addresses
   • Email Address and Default CC will be prefilled with the customer's email address in their record, and any contact email addresses
   • If you enter or edit an email address here, it will be added to the customer's profile as a new contact
   • Default CC's cannot be edited - add or remove contacts under the customer, or send the invoice separately to change all CC addresses
6. Select Review and Send
7. Select the Reply-to
   • This is where replies will be sent if your customer replies to the sent invoice via email
8. Edit the Subject as needed
9. Edit the email body as needed
10. Select Send Invoices

Note: If you are sending multiple invoices to the same customer, they will receive separate emails - one for each invoice.

Print invoices

Print an invoice if you need a physical copy.

1. Select Invoices in the navigation menu
2. Select the invoice number
3. Select More actions
4. Select Print

Mark invoices as printed

Only invoices in the Send Later - US Mail view can be marked as printed. The invoices will then be removed from the 'Send later- US mail' queue, and the last sent on date will update to the day they were marked as printed

1. Select Invoices in the navigation menu
2. Select the Filter drop down
3. Under send status, select Send Later - US Mail and select Apply
4. Select the invoices you want to mark as printed
5. Select Mark as printed

Things to know

• For security reasons, you cannot print or send invoices until you add a verified bank account
• At this time, we only have the option to download or print one invoice at a time
• Only users with manage invoices permission can email or print invoices.
• Any addresses added to the CC field will automatically be added as a Contact for the Customer, if it doesn't already exist
• The status of the invoices will be updated to sent on the Invoices page and Customer Details page when emailed or marked as printed