Emailing Invoices to Your Clients
You can email invoices/receipts directly to your clients. Emailed invoices/receipts are sent to your client as a PDF. Here are four methods of emailing invoices/receipts:
Method 1 - Quick Send From the Appointment:
Right-click the appointment and select "Email Invoice"
Method 2 - From the Appointment Panel:
Click on an appointment and then in the Appointment Panel click on the symbol of an envelope > Review the email > Click 'Send'.
Method 3 - From the Edit Invoice Screen:
- Right-click the appointment and select "Edit Invoice".
- Make required changes to services, fees of payments
- Click on the "Email Invoice" icon.
Method 4 - From the Client Record:
- Go to the client record
- Go to BIlling > Invoices
- Click Actions > "Email Invoice" next to each invoice/receipt you would like to email.
Notice that if you have a Stripe account connected, this will include a link for your client to pay their invoice directly from here. When the client clicks on the "Pay Invoice" link, they will be directed to your Portal and can pay with their credit card there.
The content for this email comes from the "Invoice & Statement Email" template which you can edit by going to Tools > Communication > Templates. Here, you can choose whether to include the payment link and also change the message.
Here's what they see when paying an invoice on your Portal:
This is a quick way of emailing multiple invoices to a client