Emailing, mailing or printing invoices

You can select to email, mail, or print invoice, depending on what works best for your workflow.


Emailing invoices

Email a new invoice

  1. Check Email on the new invoice screen after you have entered all invoice details

  2. Select Now

  3. Click Preview and send

  4. Select the Reply-to

    • This is where replies will be sent if your customer replies to the sent invoice via email
  5. Check Send a copy to me if you want a copy of the invoice email sent to you

  6. Enter the To email address, if needed

    • This will be prefilled if the customer has an email address in their record
    • If you enter or edit an email address here, it will be added to the customer's profile as a new contact
  7. Enter any other email addresses in CC, separate each address by a comma and a space

    • This will be prefilled with any of the customer's contact email addresses
    • If you enter or edit an email address here, it will be added to the customer's profile as a new contact
  8. Edit the Subject as needed

  9. Edit the email body as needed

  10. Click Send


Email an existing invoice

  1. Click Invoices in the left navigation menu
  2. Click the invoice number you want to email
  3. Click Send invoice
  4. Follow steps 4-10 above for emailing a new invoice

Email Invoices in bulk

  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
  5. Click Edit to change or add email addresses, or change the sending method between email and US mail and set as default
    • Email Address and Default CC will be prefilled with the customer's email address in their record, and any contact email addresses
    • If you enter or edit an email address here, it will be added to the customer's profile as a new contact
    • Default CC's cannot be edited - add or remove contacts under the customer, or send the invoice separately to change all CC addresses
  6. Click Review and Send
  7. Select the Reply-to
    • This is where replies will be sent if your customer replies to the sent invoice via email
  8. Edit the Subject as needed
  9. Edit the email body as needed
  10. Click Send Invoices

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


Sending invoices via USPS

Mail one invoice

  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

  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
  5. Click Edit to change the sending method to US mail if needed, and edit or add an address
    • If the customer doesn't have an address in their record, the address added here will save to the customer's profile
  6. Click Review and Send
  7. Click Send Invoices

Printing invoices

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

Marking invoices as printed

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, and the last sent on date will update to the day they were marked 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, you cannot print or send invoices until you add a verified bank account
  • 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
  • Any addresses added to the CC field will automatically be added as a Contact for the Customer, if it doesn't already exist
  • The status of the invoices will be updated to sent on the Invoices page and Customer Details page when emailed, mailed, or marked as printed