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Attach invoice to automated email

Send an invoice to your clients in just a couple of clicks.

Updated over a week ago

To send an invoice to a client

Start by going to the Overview page of the booking you want to send the invoice for.

  1. Click the Quick Send button

  2. Select the Send Invoice to User template

    1. Alternatively, you can click the down arrow to Send Now

    2. Add to Review List (in Sales - Messages - Awaiting Review

    3. Show Template to edit the template

You can also find the template under Manage --> Automated Messages. Just click Edit to make changes to the template.

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