Email invoices

Send invoices attached to email messages

Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago

You can send invoices as email message generated from a template or as a custom email message. 

To send an invoice by email in a message generated from email template

  • On the Operations tab, click Invoices, and then on the Invoices page, in the Action column, point to the Select button, and then click Send Email.

  • Enter the appropriate email addresses in the Recipients box, and then click Send.

Tip You can also click the Envelope icon in the Notes column.

To send multiple invoices as separate files or as one file

  • Select the check box next to the invoices that you want to email, and then click Send on the toolbar. 

  • In the Invoice #: Multiple dialog box, enter the email addresses in the Recipients box, select the Email type, select the appropriate method, and then click Send

To send an invoice by email in a custom message

  • On the Operations tab, click Invoices, and then on the Invoices page, in the Action column, point to the Select button, and then click Send Custom Email.

  • On the Email Message page, enter the appropriate email message settings, and click Send.

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