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Emailing or Printing an Invoice

Nookal Written by Nookal
... on a delightful December day.


📖 In This Article

Emailing an Invoice
Printing an Invoice


This article explains how to email or print an Invoice. For assistance locating an Invoice, see Finding an Existing Invoice.

Emailing an Invoice

The Invoice will be attached in the email as a PDF file. The email sender will be the Location where the invoice was generated.

Make sure the person to email the invoice to is already saved as a Contact in the Client’s profile with their email address. It will save time and avoid mistakes as a list of Contacts for this client will be suggested.

1

Click Print/Email, at the bottom of the Invoice.

 

2

Click Email at the bottom of the new window that opens with a preview of the Invoice to be emailed.

3

Select one or more Recipients from the drop-down list or enter a different email address.

4

Select the corresponding Staff Member in the drop-down list for the Reply-To field or keep the Location.

 

The Reply To option personalises the Signature at the bottom of the email and the email address of the staff member will be used if the Recipient uses the reply function.

Signatures of Staff can be customised in Practice>Setup>Staff.

5

Change the Email Subject if needed.

6

Add a message in the email if needed.

7

Click Send.

Printing an Invoice

1

Click Print/Email, at the bottom of the Invoice.

 

2

Click Print at the bottom of the new window that opens with a preview of the Invoice to be printed.

3

Follow the prompts from your internet browser to select the printer, layout, etc.

If the Invoice does not Print, see Enabling Pop-up Windows.

 

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