Sending Invoice to your customer

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  • 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┬ápredefined in your settings. You can modify it as per your requirement and click on Send button


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