Want to resend an invoice to a customer, or send an invoice to someone else for review?
Sharing an invoice allows you to do both.
Keep in mind that 'share via email' is not re-sending an invoice. There will be no link to register and pay. The invoice will be the same, but the context of the email will be different.
Re-sending an invoice is a feature we are working on.
In the interim, to share an invoice:
- Go to the Invoice List View
- Click on the three dot menu.
- Select Share via Email.
4. Enter the recipient's email address, and copy yourself if you like.
For information on automated reminders click here.