Knowledgebase

How To Send an Invoice via Email Link

Share on email
Share on whatsapp
Share on skype
Share on linkedin
Share on facebook

  1. Firstly find the Contract the invoice is associated to.
  2. Click the ‘Invoices’ tab.
  3. Press the email icon on the right-hand side of the line number.
  4. Click Template or Compose Email.
  5. Click ‘Send Email’.
  6. Wait till processing finishes, once complete the invoice has been sent and a log has been automatically saved in the notes section.

Did This Answer Your Question?

If not, try searching for another article below…

See what Joe thinks about Business Pilot

Request a Call Back