Email a sales invoice

What you need to know

Email your invoice as soon as you've finished entering the details. You can also save it and email it later
You can pre-set Customer email addresses to send invoices. Also add additional emails when ready to send
If you use Stripe or Opayo send an invoice out via email. This gives the customer the opportunity to Pay via the invoice by selecting Pay Now
Enter a new message for the email you send. Alternatively set up a default message to use for all customers
Your invoices come from the account owner's email, or your accountant's if that's how you signed up. You can update your email settings

Before you start

To Save time you can set up default emails when sending invoices to your customers.

Email a single invoice >

When saving the invoice, choose Save and email
Open a saved invoice and choose Email

NOTE: Send an invoice to multiple contacts. Add a new contact in the customer contact details. Select the checkbox to include the contact in CC for emails.

Email multiple invoices >

When sending multiple invoices, make sure you select the invoices for one customer at a time. This is because all invoices will go to the same email address.

Go to Sales and Sales Invoices.
To find your unsent emails, select the Issued column on the sales invoice list. This brings the unsent invoices to the top of the list.
To see your unsent invoices in the customer order, select the Customer column heading.
Use the checkboxes to select the invoices you want to send. Make sure they're for the same customer.
Select the Email icon from the toolbar at the top of the list.
Enter the required email addresses. Send to more than one recipient. Enter additional email addresses separated by a semicolon.
Enter the message you want to include in the email. Select Send. This action will send all selected invoices to the specified email addresses.

Hide the contact name from an invoice >

When the Main contact name is the same as the business name, it prints on your invoices twice.

To prevent this, simply choose to hide the contact name from all documents.

From Business Settings, go to Document Preferences. Clear the Show contact name check box.

Send invoices from your own email >

You can't change the no-reply address; [email protected].

To send from your own email account:

Export the invoice to PDF. Next, save the file locally to your PC or mobile device
Attach your file to an email to send from your email account

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