The mail option in billing allows you to send invoices or receipts directly to your clients.
Here’s how it works:
Auto-Filled Email: The client’s email address is automatically filled in, but you can edit this field if needed.
CC Field: You can add additional email addresses in the CC field for broader communication.
Make sure to click the plus button once you add an email address in for it to send to the recipient.
Draft Status: When you mail an invoice in draft status, it includes a payment link.
Sent Status: Mailing an invoice in sent status sends both the payment link and the invoice.
Paid Status: You have the option to send the invoice, receipt, or both.
If you have an insurance payment and choose the mail to client option a payment link and invoice will be sent out to the client. Please make sure you want to do that before clicking to send mail.