Send an invoice, or only mark it as sent
E-mail the invoice with its link, or just record that it went some other way.
Step by step
- On the invoice’s detail, choose “Send”, or in the list open the row’s menu and choose “Send by e-mail…”.
- If you handed it over another way, choose “Only mark as sent”. The invoice is sent, and no e-mail goes.
- Otherwise check “Subject”, the recipient filled in from the contact, “Copy to” and the message. The message carries the link to the web invoice; removing the link shows a warning.
- Choose “Send the e-mail”. The event appears on the detail.
Good to know
Whether the PDF goes with the e-mail is set in “Settings” › “E-mail”, and a contact can be set not to receive it.
The texts of the e-mails are edited in the same settings, where you can also send from your own address.