1. Click “Sales” on the sidebar
2. Click “Invoices” in the upper right corner
3. Select all the invoices you would like to send by checking the box next to the invoice.
4. Click “Email Selected”
5. The email field for the customer will autofill if the customer entered it into the system.
If its not in there, or you want to send the invoices to another email, go ahead and enter that into the email field.
(Optional) Use the “Optional Email Body” to leave a note in the email body relating to the invoice.
(Optional) Send paylink
Click “Add Pay Online Link” checkbox if you want to include a paylink for the customer to pay off the invoice/invoices.
EXAMPLE OF CUSTOMER OPENING THEIR EMAIL AND VIEWING THE INVOICES
This particular email contains the three invoices we selected in the previous steps. (Step 3)
EXAMPLE OF AN OPENED INVOICE
EXAMPLE OF USING A PAYLINK
The customer will click “Pay Now” in their email on their computer or phone.
EXAMPLE OF USING A PAYLINK, CONTINUED
After the customer clicks the “Pay Now” button, it will bring them to the checkout for those invoices that were selected.
Option 1. They will enter the card information into the credit card details fields, and click “Pay Now”.
Option 2. Click the Google Pay/Apple Pay button below to do a double tap transaction with your modern phone.
