With an emailed invoice, your staff can email members and customers a copy of any invoice. Here’s how to email an invoice.
- In the Data Entry main window, search for the member/customer. Select their name and click the Invoices & Payments button to open up the Customer Account window.
- Select the Invoices tab and click the Email Invoice button.
- Enter an email address if necessary; the customer’s default email address will already be filled in, but you can also send the invoice to a different address than what you have on file, such as the the person paying for the invoice. Please note that only a single email address is allowed.
- Click Send to send the email. Once sent, click Close to exit the customer account.