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Send an invoice

Email a branded invoice and optional PDF to the client and selected contacts.

Open in Invoice Aura

What to do

  1. 1

    Open Send Invoice

    Use the invoice Actions menu.

  2. 2

    Check recipients

    Review To and BCC, then edit the subject and message.

  3. 3

    Choose PDF

    Keep Attach PDF on when the recipient needs a copy.

  4. 4

    Send

    The invoice is marked sent only after delivery is accepted.

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