Overview
Once your invoice is ready, you can send it directly to the customer. This guide shows how to select the invoice, use the Send button, and preview what the customer receives.
Step 1: Open the Invoices section
In the left menu, click Billing to expand the section, then click Invoices.
Step 2: Select the invoice you want to send
From the list, find the invoice you want to email, and click it to open the full details.
Make sure the invoice status is Issued; drafts cannot be sent.
Step 3: Click Send Invoice
In the top right corner of the invoice view, click Send Invoice. This will automatically send the invoice by email to the customer.
Step 4: The customer receives the invoice via email
The customer will receive the invoice as a PDF attachment, with a short email message.
Your boater gets an email like the one shown here (left), with the PDF invoice attached (right). The logo, marina address, and tax details fill in automatically.
Want to see the full message?
That is it, the customer now has your invoice.
🙋♀️ Need more help? Click the Messenger icon at the bottom right to contact our Support Team.