Send invoices

In the Send Invoice panel, you can enter information to send invoices to your customers.

Notes

  • This panel does not open if you have marked the Do not show this e-mail message prior to sending or resending an invoice checkbox in Setup > Sales Options.
  • If you have set up online payments, OnBalance will generate the invoice with a link for your customer to securely and easily pay the balance due online.
  1. In the Sales screen, click Actions > Send Invoice for the invoice you want to send.

    Note: You can filter invoices by date and status in the Sales screen.

  2. Enter or change the customer's email address, if necessary.

    Notes

    • OnBalance automatically completes the Email Address field if you previously entered that information for the customer.
    • If you want to change the customer's existing email address in your records, mark the Save Email checkbox.
  3. Update the Subject or Message field, if desired.

    Note: If you change the Message field, the information you entered in the Sales Options screen does not change. If you want to change the message for future use, you need to change the information in the Sales Option screen.

  4. Click Send.

Notes

  • The Send Invoice screen does not open if you have cleared the Show these invoice options before sending checkbox.
  • If you have set up online payments, OnBalance will generate the invoice with a link for your customer to securely and easily pay the balance due online.
  1. Tap Sales > the invoice you want to send > Send.
  2. Optional: Tap Save email address.
  3. Update the information, if necessary.
  4. Tap Send.

Notes

  • The Send Invoice screen does not open if you have cleared the Show these invoice options before sending checkbox.
  • If you have set up online payments, OnBalance will generate the invoice with a link for your customer to securely and easily pay the balance due online.
  1. Tap Sales > the invoice you want to send > Send.
  2. Optional: Mark the Save email address checkbox.
  3. Update the information, if necessary.
  4. Tap Send.

The availability of some or all of these features depends on your OnBalance bundle.


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