How Can We Help?
- Go to invoice list page and click on the invoice number and the invoice should show up on the right side.
- Click on the envelop icon and a pop up modal with a form should appear
- By default the system selects the email of the primary contact, you can select any email from the list.
- Uncheck the box if you do not want to attach the invoice with the email
- The modal loads an invoice email template that is predefined in your settings. You can modify it as per your requirement and click on Send button