Send or Email Invoice

An invoice is not sent automatically, and needs to be manually sent following the below steps once it has been created. 

How To Send an Invoice

1. Navigate to the invoice. 
2. Click the text to 'Email Invoice'
   
   
   
   

3. Enter an email address for the contact who you want to send the invoice to. By default, the recipient's email address will populate, however this can be removed and re-populated if sending the invoice elsewhere.

   
4. Add a custom note (optional). If populated, this is included in addition to the default message in the body of the email. Default message as follows:
   'Please find attached [RTO Name] invoice [invoice number].'
   
   
5. To send the email with invoice PDF attached, click the send button