Email an invoice or quote to a customer

Follow the steps listed here to send a quote or invoice to a customer:

  1. Select Send on the invoice or quote you want to send. You will be shown a preview of the invoice that the customer will receive.

  2. Select Send via email to proceed. The email screen is then displayed with your email address and your customer's email address.

  3. If needed you can change your customer's email address, by entering a new email address into the Email row.

    You cannot change your details (name & email address).

  4. You can also change the subject of the email, using the Subject row.

  5. Enter a new message or change the default message of the email.

  6. Select Send to email the quote or invoice to your customer.

    A success screen is shown when the quote or invoice has been sent.