Live Access - Emailing invoices/receipts

Live Access - Emailing invoices/receipts

You can quickly print or email multiple invoices and receipts to clients.

You need to be in the invoice or receipt to do this step.  Both have the same options in that you can send multiple invoices/receipts from either screen.

If it already exists, you can open the invoice through the client card.  Go to Financial, Invoices/Receipts and click on the invoice.  
Existing receipts cannot be opened through the client card so go to Financial, View Receipts.



Or you can go to Financial, View Invoices or View Receipts.  Find the correct invoice/receipt, click on the down arrow and hit Edit.



You can also do this step while creating an invoice or receipt.    Click Email/Print.

On the invoice: 



On the receipt:



The next screen will allow you to choose as many invoices/receipts as desired.  There is a default email message, but you can edit that to put your own custom message.

The email on the client card will load but you are able to change it here.  

You click to print or email.



Print

On this screen you will be able to choose the printer.  Each invoice or receipt is printed as a separate report.  Click Print, the displayed document will print, then it will go to the next document, and you'll go through these steps until all documents are printed.

If you decide that you don't want to print one of the documents, hit Cancel and it will go to the next document so you can choose whether to print or cancel.




Email

The email will come through like this to your client.  It shows the default or custom message and each invoice/receipt is an attached PDF file.  The client can click to open each one separately.



Invoices look like this and include your business logo, if you have one enabled in your system.



A receipt:





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