There are several different ways you can send an email or text message of a selected invoice to your customer.

This guide will illustrate sending an email or text message through the View Invoice pop-up window.

Step by Step

1. From the Invoices "List" tab, click to view the invoice:




2. In the top right corner, choose Individual Actions to select "Email Invoice and Payment Link to Customer:"




3. You will be presented with the Send Email screen:




• To: - To be filled out with the email address to send the invoice to.
• CC: & BCC: - Optional.
• Subject: & Message: - Provided with default content.


4. When finished, click Send.


5. Afterwards, the MobiWork screen will refresh to the main Invoices list page.


6. Your customers will receive the following email:

If you have any questions or need further assistance, please let us know. We'd be happy to help!