Frequently Asked Question

First select the invoice you want to send.

Check to see if the open pdf button is enabled and that there is a valid email address.

If the open pdf button is greyed out click on the create pdf button.

If there is no email address you will need to add one by going to the clients page and adding an invoice email there.

With the invoice selected press the email button.

Click yes to add attachments, if you click no then it will send the email without attachments.

You should see that the email will be sent to the invoice email address.

To add more attachments click on Browse find the file on your computer and click add.

To cc to other email addresses you will need to enter their details if they are not in the list by clicking the + symbol.

The system will only send to the cc when the box next to the name/email is ticked.

Press Send to send the email.