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.
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