Email Invoices

You can email invoices a few different ways.

1. Open the invoice by clicking the Invoice # in Income -> Invoices. Click the Email button at the top of the page. When you email an invoice, an Invoice Note will automatically be added recording when the invoice was emailed.
2. Hover over the Invoice # in Income -> Invoices. Click the small arrow that pops up to access the invoice's context menu. Click the Email link at the top of the context menu.
3. Email multiple invoices at once by going to Income -> Reports -> Billing -> Reprint Invoices. Filter the list of invoices by Invoice Date or Invoice Number Range and click Next. Click Send Notices to email out invoices.
4. When editing customers (Income -> Customers) check the box in the Invoicing section labeled Email When Invoiced. This will automatically email out invoices to marked customers when invoices are generated.

If you'd like to add an email template for the message body, go to Admin -> System -> Mail Templates. Choose Invoice as the Template Type.

If you'd like to have a payment link available for emailed invoices so that customers can pay invoices with a credit card, do the following:

1. Set up a NolaPay account so that you can accept credit cards. Go to Admin -> Billing -> Credit Card Options -> Add New Account -> NolaPay -> Sign Up.
2. Be sure Tools -> System -> Add-ons -> Email Payment Links is turned on.
3. Links will automatically be dropped into invoices once you have a NolaPay account configured and the Email Payment Links add-on activated. If you'd like to specify where the payment link will be displayed in the body of the invoice email, create an email template by going to Admin -> System -> Mail Templates. Click Add and select Invoice as the template type. Place the payment link by using the {paybutton} field.

Once NolaPay and Email Payment Links are configured, you can also copy a direct payment link from the invoice view by clicking Copy Payment Link in the invoice toolbar (available when the invoice total is greater than zero). A Payment Link dialog opens where you choose the Amount as a % of Total (default 100) or a Fixed Amount; a Collect line shows exactly what the link will ask the customer for, after anything already paid. Tick Let the customer change the amount if the customer may pay a different amount. Click Copy Link to generate the link and copy it, then share it by chat, text or any other channel without sending the invoice email through NolaPro. A link that would collect nothing (for example 100% of an invoice that is already paid) is refused with a message asking for an amount.

The same button on a service order additionally offers % of Estimate and an Estimate shortcut, so you can request a deposit against the estimate before any lines are added to the order.

If you haven't already set up your email connection, you'll need to do that first before emailing invoices. Check out this article to find out where the email (SMTP) setup areas are.