Print, email, or download customer invoicesLast updated on 09/06/2022
You can print invoices to mail out to customers, or you can email the customer the remaining balance or the invoice to save paper and time. You can also download all invoices to an XLS file to print them or to save them to your computer. Below is an example of what a customer invoice looks like when you print or email an invoice. For more on customizing your invoice, see Add company logo and message to invoices.
Things to know
If you want to charge for materials or use time and materials billing, configure your account to display material charges on the invoice. Contact your Technical Support for details to set up your account for these features.
View and print customer invoices
Search for and open the invoice you want to view or print.
Click Print to open the customer invoice.
A print view of the invoice opens in a new tab on your web browser.
Click Download to save the invoice to your computer.
Click Print to print the invoice.
Email customer invoices
Search for and open the invoice you want to email.
Click Email to email the invoice.
The Email Invoice page opens.
Tip: Inv/Statement Pref displays whether the customer prefers to receive invoices by email, mail, or both. You can set this up on the customer record.
Review the content of the email. When you’re finished, click Send to email the invoice to the customer. If you want to edit the default email template, see Customize email templates.
Go to the job page to find the record of the sent email in the job’s History. The sent email can have four possible statuses:
Sent—The email has successfully reached the customer’s inbox
Opened—The customer has clicked and opened the email
Dropped—The email was blocked on the customer’s end, likely as a result of spam filters. Contact the customer to inform them of the issue
Bounced—The email was returned to the sender due to an unexpected issue. Please contact Technical Support for assistance
Bulk download batched invoices
Go to the navigation bar and click Accounting .
Select a batch from the dropdown.
In the Invoices section, click download to Excel.
An XLS file of the batched invoices downloads to your computer.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.