Sending a Personalized Email with an Invoice or Estimate

When sending an Invoice or an Estimate to a client, you have the ability to send a personalized email along with the invoice. 

1. From the Create or Edit state of an Invoice or Estimate, click on the arrow next to Save and Close in the bottom right.

2. Click on SAVE AND SEND.

3. This will bring up a Compose Email window. From the compose window, you can create your personalized email or use a Saved Response. By default, the link to the invoice or estimate will be in the compose window.