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      How do I resend an Invoice?

      Sometimes an Invoice may get lost, or your Client wants an updated link. Whatever the reason, resending an Invoice is easy with these steps:

      1. Go to the Invoices section
      2. Click on the Invoice you want to resend
      3. Click on the More Actions button
      4. Then select Send by Email
        Send by email button.
      5. The primary Client's email will populate, along with any secondary contacts' emails (if any are added to the Client Profile) - feel free to add any extra email addresses, or enter a personal message
      6. When you're done, click on Send Invoice.

       

      Whoever sends the Invoice will receive any email replies from the Client.


      If you'd like to save some time in the future, check out Late Payment Reminders, which automatically send email reminders to your Clients (including a link to the Invoice).


      To send multiple Invoices in one go, use these steps instead:

      1. Go to the Invoices section
      2. Check off the boxes next to the Invoices you want to resend
      3. Click on the Bulk Actions button
      4. Click on Send by Email
      5. Click OK to confirm and the Invoices will be resent.

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