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.
This is a quick way of emailing multiple invoices to a client