Email an Invoice

There are 3 quick ways to email invoices through Boulevard. You'll need to ensure that you have entered your email in the Email Address field under the Email Settings section in Preferences before proceeding. Additionally, if you use ProPay to process credit card transactions, 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 [e-mail]. You can recommend that they add [e-mail] 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: From the Invoice

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

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 Invoice Log

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.