Invoices can be emailed from an individual invoice, a contact profile, or the Invoice Log, with the option to include a payment link.
Before proceeding, ensure that your email address is entered in the Email Address field under the Email Settings section in Preferences. If you would like to include a Direct Payment Link, ensure that your Stripe or ProPay account is connected.
Email Invoice Locations:
From the Invoice
When creating a new invoice, select Email from the drop-down before clicking Save. If you would like to include a Direct Payment Link, select the Include Payment Link option. Make any adjustments to the Subject, include a message, then ensure the customer's email address is in the To field before selecting Send.
From the Contact Profile
From the contact profile, select the Account & Invoices tab.
Select up to five invoices. When emailing, you can also select the Include Payment Link option after launching the email*. From the profile toolbar, select the email button
then, choose Selected Invoices. Make any adjustments to the Subject, include a message, then ensure the customer's email address is in the To field before selecting Send.
* A payment link can be included when combining payment for multiple invoices if using Stripe. For ProPay, a single payment link can only be used for each invoice.
From the Invoice Log
From the sidebar navigation, click
Business Tools, then Invoice Log.
Select the checkbox next to one invoice, then from the toolbar, select the email button. If you would like to include a Direct Payment Link, select the Include Payment Link option. Make any adjustments to the Subject, include a message, then ensure the customer's email address is in the To field before selecting Send.
Additional Information:
Tip: The Email Invoice option may also be set as the default from the Invoices tab in Preferences.
To help ensure recipients receive your email, messages show your first and last name from the Business Info tab in Preferences as the sender but are delivered from boulevardonline@mainstsoftware.com. If a message lands in a recipient’s spam or junk folder, you can suggest they add this address to their contacts. Any replies will automatically go to the email address entered in the Email Settings field in Preferences.