Emailing and printing invoices

This article explains how to email, preview, and print invoices. To learn how to change an invoice before you email or print it, please view Editing, voiding, and deleting invoices.

Important Note: When you manually email an invoice, the email address shown in the Reply to field will be email address you use to log in as an administrator, not your organization's email address.

How to email an invoice

1. Navigate to Finances > Invoices. Locate and open the invoice.

2. On the Invoice details view of the invoice, select Email, located at the top of the screen. 

3. Enter the recipient's email address. You can also modify the Subject and add a personal message (both optional). By scrolling down on the Send invoice by email screen, you can view the full invoice as it will appear to the recipient.

Note: The appearance of the invoice is determined by your Invoice & receipt settings.

4. Click Email at the top of the screen. The message will be queued for sending. 

Below is an example of how an emailed invoice appears to a recipient, in Outlook:

Note: The default invoice template contains a direct link to access and pay the invoice online. When a recipient clicks the link to View invoice online, they can pay the invoice through your website. You can customize the invoice template and remove this link if desired.

Pro Tip: Do not re-send a previously emailed invoice from Communication > Email log. This can cause errors with the macros and links within the body of the invoice. Always open the actual invoice in Finances > Invoices and email it from there.

How to print an invoice

1. Navigate to Finances > Invoices. Locate and open the invoice. 

2. On the Invoice details view of the invoice, select Preview & print, located at the top of the screen. 

3. Use the Print button at the top of the screen to print the invoice.

Note: To make changes to the invoice before printing it, please view Editing, voiding, and deleting invoices.

If you select Email, the Send invoice by email screen will open. See the instructions at the top of this page for help with emailing an invoice.

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