Send individual email invitations from the invoice menu

From the invoice overview, click on an invoice to open the invitation screen.

1. Select the envelope icon to display a preview of the email message
2. Click send invoice

Within the email invitation, you can configure the following fields:

• From: The sender of the email. A different sender address can be configured per invoice profile (optional).
• To: The recipient of the email.
  • You can edit the recipient for a specific invoice.
  • This change only applies to the selected invoice.
  • The customer’s stored email address remains unchanged.
• Cc: An additional recipient. This can only be configured at customer level.

Send multiple email invitations from the invoice menu

To send multiple invoice invitations at once:

1. Select one or more invoices in the invoice overview.
2. Click Share to open the dropdown menu.
3. Choose Email
4. A confirmation window will appear with the number of invoices to share.
5. Click Yes to send the invitation mails.

Selecting invoices

The invoice overview is limited to 500 invoices at a time.
When you select all invoices at once, you can choose to perform an action on:

• Only the 500 displayed invoices, or
• All invoices that match your current filter.

A dialogue will notify you about this option.
To select all remaining invoices that are not displayed, click: "Include remaining items in the system."