Email, mail or print an invoice

You select invoices to email or request to mail invoices through by PayMaker, or print a physical copy if you need one.


Emailing an invoice

To email a saved invoice that has never been sent before:

  1. Click Invoices in the left navigation menu
  2. Click the invoice number
  3. Click Send Invoice

Note: This will send the invoice via the default method if one has been set, or to the last method used if no default has been set. Use the bulk method below to edit the default, even if sending just one invoice.

Email Invoices in bulk

You can send invoices in bulk by going to the Invoices to Email queue.

  1. Click Invoices in the left navigation menu
  2. Select the invoices you want to email
  3. Click Send Invoices
  4. Review the details for each invoice
    • Click Edit to change or add email addresses, or change the sending method between email and US mail and set as default
    • email addresses of contacts on each customer will be prefilled in "default CC;" they can be removed by editing the customer itself and remove the contact(s).
    • Additional addresses can be added to the "cc" field, which will then automatiically be added to the customer as contacts
  5. Click Review and Send
  6. Edit the email as desired
    • Reply-To; select a user to whom replies from the customer will go
    • Send a copy to me: a copy of the invoice email will also be sent to you
    • Subject
    • Click Edit to customize the email template
    • use the provided tokens as placeholders, which we will use to include the applicable information when sending the invoices
    • Click Save
  7. Click Send Invoices

Note: If you are sending multiple invoices to the same customer, they will receive separate emails - one for each invoice.


Have PayMaker mail an invoice via USPS

  1. Click Invoices in the left navigation menu
  2. Click the invoice number
  3. Click More actions
  4. Click US Mail
  5. Confirm you want to send via US Mail by clicking OK

Mail Invoices in bulk

Invoices can be sent out in bulk by going to the Invoices to Print/Mail queue.

  1. Click Invoices in the left navigation menu
  2. Select the invoices you want to email
  3. Click Send Invoices
  4. Review the details for each invoice
    • Click Edit to change the mailing address, or change the sending method between email and US mail and set as default
  5. Click Review and Send

Printing an invoice

Print an invoice if you need a physical copy.

  1. Click Invoices in the left navigation menu
  2. Click the invoice number
  3. Click More actions
  4. Click Print

Mark as printed

  1. Click Invoices in the left navigation menu
  2. Click the Filter drop down
  3. Under send status, select Send Later - US Mail and click Apply
  4. Select the invoices you want to mark as printed
  5. Click Mark as printed

Things to know

  • For security reasons, Print/Mail Invoice is only available after an active bank account is added
  • We can only mail invoices within the United States
  • At this time, we only have the option to download or print one invoice at a time.
  • We send 1 separate email to each address in the To field, and we copy the addresses in the CC field on each on each separate email. If there are 5 addresses in the To field, any addresses in the CC field will receive 5 separate emails.
  • Any addresses added to the CC field will automatically be added as a Contact for the Customer, if it doesn't already exist
  • Only invoices in the Send Later - US Mail view can be marked as printed
    • The invoices will then be removed from the 'Send later- Us mail' queue
    • The last sent on date will update to the day they were marked as printed
    • The status of the invoices will be updated to sent on the Invoices page and Customer Details page