Invoices

Email a Thank You Note

Invoices > Email icon button

Email a PDF of the Invoice to the customer.

Locate the Invoice in question; it must be paid in full.
Confirm that the email address is available and/or correct.
Click the Email icon button, top right of the screen.
A system message appears:
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
Choose Send Note if you wish to enter your own personal message along with a PDF copy of the Invoice.
Click Send or Cancel.

The Invoice email is sent. When complete, a Message sent successfully dialog appears.