Email an Invoice
FollowThere are 3 quick ways to email invoices through Boulevard, but first, you'll need to ensure that you have entered your email address in Preferences (See Add a Signature to Email Messages for more information). And if you use ProPay, you can also send a Send Direct Payment Link to accept payments.
Note: To help ensure recipients receive your email, messages will display your First and Last name from Preferences as the sender, but will be sent from boulevardonline@mainstsoftware.com.You can recommend that they add boulevardonline@mainstsoftware.com to their address book/contacts if the message goes to their spam/junk folder. If the recipient replies to the email, it will automatically reply to the email address entered in the Email Settings field in Preferences.
Option 1
When creating a new invoice, select Email from the drop-down (and if applicable select Include Payment Link) before clicking . You can also choose to have the Email Invoice option selected by default from the Invoice tab in Preferences.
Option 2
From the contact profile, click on the Account & Invoices tab. Select up to 5 invoices. From the profile toolbar, click then from the drop-down options listed, select Selected Invoices.
Option 3
From the sidebar navigation, click Business Tools, then Invoice Log. Select the checkbox next to the invoice to be emailed, then from the invoice log toolbar, click
.