How to email invoice to customer

  • Resolved Cees Rijken

    (@connectcase)


    1 year, 5 months ago

    Hi there,

    it must be something easy that silly me is missing….

    According to this page, you can now send PDF statements of invoices & due amounts to your contacts with one click from the contact record.

    Where can I find that one-click-button?

    Thanks!

Viewing 4 replies - 1 through 4 (of 4 total)
  • Thread Starter Cees Rijken

    (@connectcase)

    No one that can tell me how you can email an invoice to a client?

    Plugin Support Erina (a11n)

    (@eri32s98)

    Hi @connectcase, it’s under the Contact actions drop-down.
    If you’d like to just email an invoice, you can do that in the Invoice editor.

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    Plugin Support Stef (a11n)

    (@erania-pinnera)

    Hi there, @connectcase,

    It’s been one week since this topic was last updated. I’m going to mark this thread as solved. If you have any further questions or need more help, you’re welcome to open another thread here. Cheers!

    Thread Starter Cees Rijken

    (@connectcase)

    There is an option “Email invoice” in the Invoice Builder, but only if the contact has a valid email address. Otherwise this button will not show.

    Seems logical, but still took me a while to figure out….

Viewing 4 replies - 1 through 4 (of 4 total)
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