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How To Email a single invoice/credit note
How To Email a single invoice/credit note

Email a single invoice or credit note

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

To email a single Invoice or Credit note to a customer requires the opening of the Invoice/Credit note document.

If you want to email multiple invoices to your customers in one go, then please see our guide on our Bulk Email Invoices screen.

The document can be opened with opening the Invoice/Credit Note and clicking the link under the header “Documents” for the Invoice/Credit Note.

This will open and display the Invoice/Credit note document.

With the Invoice/Credit Note document open, click the email option in the top right-hand corner.

This will open an email invoice screen which you can enter the:

  • Email address(es) that the document is to be sent to

  • Any Email address(es) you would like CC’ed in the email

  • You can choose for a copy to be sent to you

  • You can edit the Subject line

  • You can edit the Message of the email

  • The Invoice/Credit note document will be automatically attached as a PDF

  • You can add additional files as attachments to the email with dragging and dropping the file into the box below or clicking the box to browse your local system for a file

Once you filled in the necessary details wanted, click the “Send” button to email the invoice.

Invoices are not currently emailed automatically from OnRent requiring each Invoice/Credit Note to be processed in the above manner.

Do you need Help? Start a conversation using the Blue help bubble in the bottom right corner.

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