Emailing Invoices

Emailing Invoices & Credit Chasing

To email an invoice, the Contact must be setup with a valid email address.

  • Navigate to the Invoice(s) you want to chase.
  • From the drop-down on the top right, choose Email.
    OR: Tick the invoices you want to email and click on the [Email] button
  • Choose a suitable Email Template (which you need to setup first)
  • The email is sent to the contact with a PDF of the invoice attached.

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