Email, mail or print invoices

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

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Email invoices

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


  1. Select the Reply-to
    • This is where replies will be sent if your customer replies to the sent invoice via email
  2. Select Send a copy to me if you want a copy of the invoice email sent to you
  3. 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
  4. 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
    • If you enter or edit an email address here, it'll be added to the customer's profile as a new contact
  5. Edit the Subject as needed
  6. Edit the email body as needed
  7. 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, or change the sending method between email and US mail and set as default
    • 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.

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Send invoices via USPS

Mail one invoice

  1. Select Invoices in the navigation menu
  2. Select the invoice number
  3. Select More actions
  4. Select US Mail
  5. Confirm you want to send via US Mail by selecting OK

Mail 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 the sending method to US mail if needed, and edit or add an address
    • If the customer doesn't have an address in their record, the address added here will save to the customer's profile
  6. Select Review and Send
  7. Select Send 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
  • We can only mail invoices within the United States
  • 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, mail, 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, mailed, or marked as printed