Here's a step-by-step guide on how to attach an invoice as a PDF in a sent email using InvoiceQuick:
- Access the Invoices Page:
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From the sidebar, click on "Invoices" to access your list of invoices.
Select the Invoice:
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Locate the specific invoice that you want to send as a PDF in an email from the list. Click on the invoice to open it for viewing.
Edit Invoice:
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Once the invoice is open, ensure that you are in "Edit Invoice" mode. This is indicated by an "Edit" button or option.
Preview and Send:
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Look for the "Preview and Send" option, found on the right-hand side of the invoice editing screen. Click on it to proceed.
Attach Invoice as PDF:
- After clicking "Preview and Send," a dialog box will appear with options for sending the invoice.
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In this window, you should see a checkbox that reads "Attach Invoice as PDF in Email." Ensure that this option is checked or selected.
Compose Email:
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Above the attachment option, you'll have the opportunity to compose the email associated with the invoice.
Send the Email:
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Once you've composed the email and confirmed that the "Attach Invoice as PDF in Email" option is selected, click on the "Send" button or a similar option to send the email with the attached invoice as a PDF.
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By following these steps, you can easily attach an invoice as a PDF in a sent email using InvoiceQuick. This feature ensures that your clients receive a clear and professional invoice document along with your email communication.