Email a Thank You Note

Invoices > Email icon button

Email a PDF of the Invoice to the customer.

How to Email a Thank You note

1. Locate the Invoice in question; it must be paid in full.

2. Confirm that the email address is available and/or correct.

3. Click the Email icon button, top right of the screen.
   
   

4. A system message appears:
   
   

5. Choose PDF Invoice to send the default message with a PDF copy of the Invoice.
   
   You can edit this message here: Set up Invoice Thank You Message

6. Choose Send Note if you wish to enter your own personal message along with a PDF copy of the Invoice.

7. Click Send or Cancel.
   
   The Invoice email is sent. When complete, a Message sent successfully dialog appears.

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