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Email an invoice

Send invoices to customers by email

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Written by Allie Ray
Updated over 6 years ago
  • On the Home screen, tap Invoices, and then on the Invoices screen, tap the appropriate invoice.

Tip If you want to email an invoice created by another technician from your team, tap the Team button at the bottom of the screen. 

  • Tap Email Invoice, and then on the Email screen, tap the To box, type the email address, and then tap Send.

Tips

  • To delete an email address, click Delete next to it.

  • To add an email address from the address book, tap Address Book and then tap it on the List of Contacts screen.

  • To add more than one email address, tap Add More and then type additional email address.

  • To send copies of the invoice, add email addresses to the CC box and the BCC box.

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