There may be times when you'd like a custom email message for a particular Invoice. To achieve this, you can send an Invoice Manually.
Note: Depending on your Organisations policies, you may not have access to the Activities or Email functions. If you don't and would like to use this feature, please speak with your System Administrator.
- Open the Invoices tab, if you cannot see the Invoice you're searching for select 'All' from the dropdown menu. Select your Invoice
- When the record has opened, click on the "Invoice Statement" button to generate the Invoice PDF
- Download the Invoice and rename the document to an appropriate name
- Go back to the Invoice you've downloaded the PDF from, and in the activity create a new email. Compose your email to the contact. Make sure that the relevant emails have been entered in the From, To and CC/BCC fields. Enter a Subject and body of the email, make sure that the "Related To" field is pointing to this invoice
- Attach the invoice by selecting the paper clip icon to upload and attach the downloaded invoice statement
- Select the 'Upload Files' button and select the Invoice from your device
- Once you have reviewed and are satisfied with the email, select "Send"
- Select the 'Email Sent' checkbox after sending your email to avoid it re-sending an email during any bulk processes
