Want to see what your invoice email message will look like before pressing that big green "Send" button? You can now preview it before sending by following these steps!

After reaching the final compose email confirmation screen when creating an invoice, you will see the option to "preview email"

Once selected you will see a side panel showing you the preview of the email message

Looking good? You can then proceed to send your invoice to your client.ย 

Otherwise you can save it as a draft so you can send it later or manually mark it as sent.ย 

See these articles on

Tips:ย 

  • You can add yourself as a recipient so you also receive the invoice email the same way your client would.
  • To activate the invoice and online payment option you will need to send the invoice or mark it as sent.ย 
  • Save the invoice as a draft if you are not sending it right away

๐Ÿ’Œ ย Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. ๐Ÿ’Œ

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