1. Click “Email”, which is located to the right of each invoice.
2. If the customer already is in the system with their email, their email will show up automatically. But if it isn’t, go ahead and enter that information.
-Choose Invoice + Customer statement OR just Invoice only
-(Optional) Click the box “Add Pay Online Link” if you want to include the invoice paylink.
-(Optional) Include a note in the email body, fill in the field “Optional email body” to enter those notes.
3. Checked box for paylink example with Invoice + Customer Statement included.
4. Example of dropdown menu showing both options to choose from.
5. Open your email and look for the statement in PDF form, and you will also find the invoice in PDF form
EXAMPLE OF OPENED STATEMENT
EXAMPLE OF OPENING INVOICE
6. Click “Showing viewer.”
