HelpInvoices
Emailing an invoice
Sending an invoice emails it to the customer's address on file, with a link they can pay from if you've turned on card payments. The invoice moves from draft to sent.
Sending one
Open the invoice and send it. That's it. There's no separate step to attach anything.
If the customer has no email address on file, you can't send. Add the email to the customer and try again.
If they say it never arrived
Check the email address on the customer first. A typo is the usual answer.
After that, have them look in spam. An invoice from a business they've just met is exactly the shape of thing a spam filter grabs, and it helps if your business name and phone number are filled in so it looks like what it is.
You can send it again. Sending twice doesn't create a second bill.
Chasing it
Fieldsmith can send a reminder on an unpaid invoice, so following up doesn't depend on you remembering.
Related
Didn't answer it? Get in touch. We read every message.