5/18/2023 0 Comments All invoices have been sent![]() ![]() If you’d like to send the invoice to more than one recipient, you can manually enter multiple email addresses into the ‘To’ field, ensuring that each is separated by a comma.Īlternatively, you could enter either the ',' or ‘’ tag in the ‘To’ field. Otherwise, you’ll need to enter their email address. If you entered an email address for the customer when adding them as a contact, this will automatically be populated in the ‘To’ field. If you’d like a copy of the invoice email to be sent to the sender, select the ‘Email a copy to Sender’ tick box. The email can be sent from any user who has been set up in FreeAgent as long as their email address is verified. Select the email address you’d like the invoice email to be sent from using the ‘From’ drop-down menu. You can use the 'Email Tags' listed on the right to build the content for the 'To', 'Subject' and 'Content' boxes if you wish. This will bring up the 'Email Invoice' screen to allow you to enter your content. To email this invoice to your customer manually using FreeAgent, select ‘Send by Email’. Select the reference number of the relevant invoice. ![]() Find the invoiceįirst, navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu. If you’re not sending the invoice to your customer using FreeAgent, you can save the invoice as a PDF. Alternatively, you can follow the steps below to email the invoice to your customer manually.īefore you can email an invoice, make sure that the customer you’re sending the invoice to has been added as a contact in FreeAgent. You can set up FreeAgent to automatically email new invoices, invoice reminders and thank you notes to your customer. This article explains how to send a customer an invoice that you've created in FreeAgent. ![]()
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