How do I Send an Invoice via Email?

Using Trackops, you can easily send invoices to your clients via email.  You can even customize the Invoice Email template to include as much or as little detail as you'd like.  It is also important to note that a printable PDF of the actual invoice is automatically attached to the outgoing email.

To send an invoice email, navigate to the invoice in question, and click Send > Send by Email


If a client contact is associated with this invoice, their email address will automatically be populated into the window.  You can optionally click the Change link to replace the email with a different address.

If the invoice is overdue, an option to include an Invoice Payment Reminder (overdue reminder) will also be available.  This template can also be configured via the email template settings.

Sending an Invoice via Case Update

If instead of a standalone email, you'd like to send the invoice as a case update, click the Send button and then select Send to Case. Once you send an invoice to a case, a PDF copy of the invoice is uploaded into the Files tab of the case and you are redirected to the overview of that file.  From here, simply click New > New Case Update and you'll be able to create a new update with this invoice already attached.  From here you can add other files (such as a final report) before sending the case update to the client.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request