From the customer's profile, navigate to the Billing tab.
Under the Invoices section, select the Unpaid tab to view all outstanding invoices.
Locate the invoice you wish to send and click the three-dot menu on the right.
Select Custom Email from the dropdown menu.
In the Custom Email window, review the recipients. You can add or remove contacts as needed.
Enter a clear subject line in the Subject title field and compose your message in the Email body.
The selected invoice is already attached. To include another document, click + Add attachment and choose the file from your computer.
Once your email is ready, click the Send button.
Review your sent email from the email activity feed nestled under the Invoice.
Tips:
The invoice must be in a Posted (unpaid / paid) state to send a Custom Email. Not available with the Draft invoice option.
Your customer will receive the email with all attachments and a Review & pay online button, making it easy for them to view and pay the invoice.
This option can be used for past due notices, contracts, photos - proof of collection, can not out, damage, etc.