How to send invoices and receipts to clients

Learn how to easily send invoices and receipts to your clients 

⏯️ Skip to video guide


Instructions

  1. From the Calendar, select the appointment
  2. Go to Invoice, on the left
  3. Click Email, in the top right
    How to send invoices and receipts to clients.png
  4. If the appointment is unpaid, the client will be emailed an invoice
  5. If the appointment is paid, the client will be emailed a receipt
📱 Using the app?
  1. From the Calendar, tap on the appointment
  2. Tap Invoice
  3. Tap the envelope icon at the top right corner
    tap_envelope_invoice.png
  4. Tap Send Email
    tap_send_email_invoice.png

Video Guide


Still have questions?

Our customer care team is here for you!

Submit a request