Web Dashboard: Email an Invoice from the Web Dashboard

1.  Click on Invoices. 

 

2.  Click the Envelope icon.

 

3.  A screen pops up for you to send the invoice.  To change the default email, click on the email address.  To add cc's to the email, click on the Add CCs button.  You can also edit the default email message to your customer by clicking on the Edit Message button.

 

4.  Once you have made your change, click on the Send button to send the email.

 

5.  The email has been sent.  Click on the "X" to close this window.

 

6.  On the Web Dashboard, click on the Search icon to refresh the page, and you will see that the status of the invoice is now Sent.

 

Next step:  How to track my sent invoices?