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Email Invoice to "Bill To"
Email Invoice to "Bill To"

Sending invoices by email

Updated over a week ago
  1. After Generating an Invoice, select "View" under the actions menu on the right hand side of the invoice grid

  2. On the upper right hand side of the Invoice, click the mail button

  3. An invoice will be emailed to the bill to. Any internal agent on the deal will also be sent an email, informing them that an invoice has been sent. *

    *Agents will only receive email notifications if they are activated and set up to receive invoice notifications. Click on the settings gear and select "User Notifications" to edit these preferences

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