Email an Invoice to a Customer

This allows you to send a sales invoice to a customer by email directly from Bookkeeper.

Open Sales Invoices

1. From the left-hand menu, click Sales Invoices.

If Sales Invoices is not visible:

1. Click Customize
2. Tick Sales Invoices
3. Click Update

Open the invoice

1. Click on the invoice you want to send

The invoice will open in view mode.

Email the invoice

1. Click Email
2. Confirm the customer’s email address
3. Click Send

Notes

• The customer’s email address must be saved in the Customer record.
• If no email address is available, you can download the invoice as a PDF and share it manually.
• Sent invoices can be re-emailed at any time.