Emailing an invoice

This guide will show you how to email an invoice (manually by booking/product sale or by invoice number), as well as how to set up automatic emailing of invoices to clients after payment. Once an invoice is sent, this can be seen on the client's record (in the Messages tab). Finally this article also outlines where the invoice content is set up in case you wish to make any updates to it.

Email a booking or product sale invoice

Typically this is done when an admin makes a booking or purchase so the client receives an email with the option to make payment. If the client logs in, however, they can view the bookings or purchases that have been made on their behalf, and make payment directly then.

Steps

1. Navigate to the relevant booking or product sale

2. Select Email Invoice from the side menu

Search by invoice number

Steps

1.  Navigate to the Sales menu 

2.  Enter the invoice number in the search bar

3. Click Search

4. Select the invoice

5. Click Email Invoice from the side menu

Automatic emailing of invoices after payment 

Enabling this option essentially automatically ticks the Email invoice after payment option that displays on the payment details screen. If this option isn't enabled, you will simply have to tick this option before finalising the payment to have the invoice emailed to the client.

Steps

1. Navigate to Setup > System Setting > Business Detail > Finances tab

2. Go to the Auto Send Invoices field and select the Invoices are automatically emailed on successful payment

3. Click Save

4. Now when you go to a booking or product sale to apply a payment, the Email invoice on payment checkbox has been automatically checked, and the invoice will be emailed as soon as the payment is made.

Zero cost services

Please note if you have a zero cost service, then instead of the Pay Now button, you will see a Mark as Attended button.

As soon as that is clicked and you have the Auto Send Invoiced option turned on, it will send an invoice (for zero dollars) to the client.

If you do not wish for them to be emailed, this option will need to be turned off, and then for any paid services you will need to manually check the Email invoice on payment option on the Payment Detail popup.

Invoice email content

When an invoice is emailed, the email content is set up within the appropriate system reminders:

• Booking Invoice + attachment system reminder for bookings

• Product Sale Invoice + attachment reminder for product sales

Please refer to the Setting up reminders article for more details on how to edit the content of these emails.

To configure the content of the actual invoice, please refer to the Creating an invoice article.