Step by step
- Open the issued invoice.
- The Document card shows who it goes to: "Sends to … with the PDF attached."
- Optionally type another address in Also send to (optional). If the company has no billing email, type the address in Send to.
- Click Email PDF. You see "Emailed to …".
- The Sent card lists every email and whether it failed.
Rules
Drafts cannot be emailed: "issue the invoice before emailing it".
The subject is "Invoice (number) from (your trading name)" and the email shows the amount due and due date, the PO number and your email footer.
If sending fails you see "PDF ready, but the email was not sent: …". Check the address and your email settings.
Tips
- Set a billing email on each customer so invoices go to accounts, not the person who logged the call.
Works together with
- Preview or download the invoice PDFMake the PDF of a draft (marked DRAFT) to check it, or download the PDF of an issued invoice.
- Documents & emails: replies, office copy and footerWhere customer replies go, which address gets a copy of every job sheet, the footer of every email, and which automatic emails SubClik sends.
- Customers & firmsEvery company you work with in one full-width list: the customers whose machines you service, and the firms that send you work.