Want to resend an invoice to a customer, or send an invoice to someone else for review?
To share an invoice:
- Go to the Invoice List View
- Click on the three dot menu.
- Select Send Reminder or Share via Email
- Send Reminder- Send a reminder to the initial recipient and any other email address you like for payment.
- Share via Email - send a PDF copy of this email with anyone. There will not be a link to pay the invoice.
4. Enter the recipient's email address, and copy yourself if you like.
For information on automated reminders click here.