Send an invoice or an estimate to a client

Article author
Astrée
  • Updated
After generating an invoice or an estimate, it will be possible to send it by mail to the client. This article guides you on how to do.

 

To send an invoice by email, simply click on > Invoices in the sidebar, then on the first sub-tab > Invoices in your Amenitiz administrator area:Screenshot_2021-10-01_at_13.02.10.png

Now, click on the Send button located on the right of each invoice. A new window will pop up with all the information already pre-filled. If needed, you will be able to change the email address of the receiver and the email body:Screenshot_2021-10-01_at_13.07.19.png

Click on > Send to simply send your Invoice.

If you want to send an estimate by email, you can follow the same steps by going to Invoices > Estimates.

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