Emailing Invoices & Credit Chasing
To email an invoice, the Contact must be setup with a valid email address.
- Navigate to the Invoice(s) you want to chase.
- From the drop-down on the top right, choose Email.
OR: Tick the invoices you want to email and click on the [Email] button - Choose a suitable Email Template (which you need to setup first)
- The email is sent to the contact with a PDF of the invoice attached.