How to email an invoice

This feature is only available for PRO Connect or Work Subscribers.

You can email an Invoice by following these steps:

1. Click on Invoices icon in the navigation bar on the left.
2. Click on the Invoice you want to copy. Note: You can use the Filter options at the top to easily find the invoice.
3. Click on the Products and Services tab.
4. Click the Preview Invoice / Save as PDF button in the bottom-right. Save the Invoice in your desired location.
5. Go back to the Invoice and click on the Email link in the upper-right.
6. Fill out the fields as you see fit but ensure you upload the invoice in the Add Attachments section.
7. Click the Send button at the bottom.