Resending, Invoice Reminders, Share via Email


Want to resend an invoice to a customer, or send an invoice to someone else for review? 

To share an invoice: 

  1. Go to the Invoice List View
  2. Click on the three dot menu.
  3. Select Send Reminder or Share via Email
    1. Send Reminder- Send a reminder to the initial recipient and any other email address you like for payment.
    2. Share via Email - send a PDF copy of this email with anyone. There will not be a link to pay the invoice. 

reminders_share_via_email.jpg

4. Enter the recipient's email address, and copy yourself if you like.

For information on automated reminders click here


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