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How do i send an email to a client that has an invoice for today's services?

 
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How do i send an email to a client that has an invoice for today's services?

We can easily send the invoice to your client, jenn14.

 

I'll provide the detailed steps to do it. Here's how:

  1. Click the + New button and select Invoice
    Open the invoice if you have an existing one.
  2. After finalizing the details of the invoice, click the Save and send button.
    You can click the drop-down arrow next to Save and close if necessary.
  3. In the Send email window, enter the details of the email (email addresses, Subject, Body, and etc.).
  4. Click Send and close.

Aside from sending your invoices, you can also customize the email message associated to it. You can set it as default:

  1. Click the Gear icon and select Custom Form Styles.
  2. Select the invoice template and click Edit.
  3. Go to the Emails tab and set up the details.
  4. Click Done.

You can also do it through the Account and Settings. It is the same way of customizing the email messages:

  1. Click the Gear icon and select Account and Settings.
  2. Select the Sales tab and go to the Messages section.
  3. Update the details of the email and click Save.
  4. Select Done.

To know more about customizing the form,you can browse this link: Email and customize sales form.

 

We'll be right here if you have additional queries. Have a great day!

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