To send invoices to your customers, you must first be on the Invoice feature page. For more information on how to access this page, please see the Invoices List section for more information:
Clicking the Individual Actions. Once the View Invoice pop-up window is open, click on the Individual Actions button. For more information on how to access this pop-up window, please see the View an Invoice page:
Right-clicking on the "List" tab and from the dop-down select the desired option.
Using the Individual Actions in the "List" tab.
To email or text multiple invoices to multiple customers at once, click on the More Actions button and from the drop-down select the desired option.
There are two different ways you can email a customer their invoice; you can email a customer the PDF of their invoice or email their invoice with payment link included.
Email a PDF Invoice
Regardless of the method chosen, once you select the "Email Invoice to Customer" option you will be able to send your customer a PDF version of the invoice.
Please note the "Email Invoice to Customer" option will only send the customer the PDF of the invoice and not the payment link:
When you click on the "Email Invoice to Customer" option from the drop-down menu, the Email Invoice to Customer pop-up window will appear.
In this pop-up window, you will be able to edit the message, the email recipient, and the subject line. Your company logo and the PDF of the invoice will automatically be included in the email:
If you would like to adjust or update your logo, please see the Set Up Your Business Information page.
Email an Invoice and Payment Link
Regardless of how you choose to select the "Email Invoice to Customer" option, you will be brought to the Email Invoice to Customer pop-up window.
Please note that the "Email Invoice to Customer" option will send a copy of the invoice and the payment link to the customer:
In this pop-up window, you will be able to edit the message, the email recipient, and the subject line. Your company logo, company address, customer-facing email, and the link to pay the invoice will automatically be included in the message:
Regardless of the method chosen, once you select the "Text Invoice and Payment Link to Customer" option, you will be able to text the customer their invoice and a link to pay the outstanding invoice.
Please note that in order to send out text messages from your MobiWork account, you will need to have a connector installed; see the Text Messaging Overview page for more information on how to use MobiWork to send out text messages:
Once you select the "Text Invoice and Payment Link to Customer" option from the drop-down, the Text Invoice and Payment Link to Customer pop-up window will appear.
When this pop-up window appears, you can input the phone number and edit the message as you would like. Once you are satisfied with your message click on the Send button:
MobiWork allows you to send multiple invoices to multiple customers at once. To send out multiple invoices, you will first need to be on the Invoice feature page.
From this page choose the desired invoices, and then click on the More Actions button. If you would like to send all your invoices, you can click on the topmost checkbox (Multiple Selection Area) located in the "List" column.
From the drop-down menu select the desired option:
- Email Invoice
- Email Invoice and Payment Link
- Text Invoice and Payment Link
Please note that you will not be able to edit the messages that are sent from the More Actions drop-down:
Once the invoices are checked off and you are ready to send, select the desired option (email, email with payment link, or text with payment link) and click on the Send button once the confirmation pop-up window appears:
