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Send an invoice

Requires sign in

You need to be signed in to perform this action.

Requires permission

You need a Invoices ability level of View to perform this action.

Send an invoice

  1. Navigate to an invoice's page.
    • You can visit the invoices page and click on an invoice's number.
    • You can visit a customer's page and click on an invoice's number.
    • You can also search for an invoice.
  1. Click Actions.
  2. Click Email invoice or Print invoice.
caution

The customer's account needs to be active to email an invoice.

How it works