You can easily email an invoice to a supplier or client. Before you send an invoice, setup your email invoice template.
First locate your booking (see our article on Find and View Bookings if you need help).
Click on the booking, this will open up a new window on the right with the booking information.
Click the Invoices tab in the booking window. Under the tab you will see invoice information. If you have created multiple invoices for a booking, you will see them all listed. Find the correct invoice and hit the Send button.
The Send Invoice window will open.
If there is an email address in the billing profile of the client/supplier, it will auto-fill the To field. For supplier invoices, you can use any contacts that are added to the supplier by you or your Host Agency. To see available contacts, simply click the To field and scroll through the dropdown.
Note: If you can’t find the contact you need, click Add a custom email and enter the correct address.
Double-check the subject and message of the email template. Note that the Invoice Type you selected when creating your booking determines if the supplier or client invoice template is used for the default message.
Make sure you have selected the correct invoice to send with your email.
Click Send Now to email the invoice.
Note: You can only send an invoice three times in Sion. The Send Invoice window has a count of how many sends you have remaining in the top right.