To send an invoice to a customer, first access the Invoice page. For more information on how to access this page, please see the Mobile Invoices Layout page.
Once you are on the Invoice page, select the More tile to access the available email and text messaging options.
There are two different ways you can email an invoice to your customer from your mobile device; you can use either the "Email Invoice to Customer" option or the "Send Overdue Email to Customer" option.
Email Invoice to Customer
To send your customer a PDF copy of their invoice, select the "Email Invoice to Customer" option. Once you select this option, you will be redirected to Email page; on this page, input the recipient's email address:
When you are ready to send your email, press the Email tile.
Your customer will then be sent the following email message and payment link:
Please note that if you want to change the message that is displayed in the email, you will need to modify it in the Invoices Settings page. For more information on how to access this page, please see the Settings page.
Email Invoice and Payment Link to Customer
To send your customer an email notification that their invoice is overdue, select the "Send Overdue Email to Customer" option. Once you select this option, you will be redirected to Email page; on this page, input the recipient's email address:
When you are ready to send your email, press the Email tile.
Your customer will then be sent the following email message and payment link:
Please note that if you want to change the message that is displayed in the email, you will need to modify it in the Invoices Settings page. For more information on how to access this page, please see the Settings page.
The "Send Text to Customer" or the "Send Overdue Text to Customer" will allow you to text your customer their invoice and corresponding payment link.
Once you select this option, you will be redirected to the SMS page; the customer's phone number will automatically populate the "TO:" field.
When you are ready to send your text message, press the Send tile.
Please note that if you want to change the message that is displayed in the text message, you will need to modify it in the Invoices Settings page. For more information on how to access this page, please see the Settings page.