Email an Invoice From AutoAlert

With AutoAlert, your invoice is immediately available to your customer as soon as you raise it. No more invoices lost in the post, no more delayed payments and no more unhappy Finance Directors!

However, sometimes you may also need to send the invoice by email. This can also be done easily from your desktop.

Following is our quick start guide of how to email an invoice to your customer or another person.

Email an Invoice

To email an invoice, simply go to your invoices page by clicking on Invoices in the tab bar (if you have the option enabled) or click Jobs to go to your jobs page. Then click the Invoices button.

Select the invoice that you want to email and click the more icon ().

A pop up box will be displayed.

• Simply enter the email for the person where you want the invoice to be sent,
• add their name and any message, and
• click Email invoice.

They will get an email with a link to the invoice which they can click on. If they are logged into AutoAlert, then they can view their other invoices and pay the invoice straight away.

Find out more about AutoAlert Job Management.