Invoice
Answered
What is the best way to email an invoice. Usually I go straight into square, create a new invoice and send it to the customers email but this is so tedious. Whenever I send the invoice through email it seems that the customer cannot pay.
Let me know whats the best way to do this as well as any advice!
Thank you!
The same question
if you're on their lead, you can click the email icon on the top right of your screen and then in template type "invoice" to send. There should be a link on that email for them to pay even though the email look s like it is the invoice.
if you're on their lead, you can click the email icon on the top right of your screen and then in template type "invoice" to send. There should be a link on that email for them to pay even though the email look s like it is the invoice.
Yes Chad is correct you can email your customers an invoice straight from the lead.
Yes Chad is correct you can email your customers an invoice straight from the lead.
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