When sending or resending invoices, you have the flexibility to select different recipients and personalize the text and attachments of your invoices.
To begin, navigate to the (draft) invoice you wish to send. Look for the send button located at the top right corner, which may display as "Process and send," "Send," or "Resend" based on the invoice's current status.
Upon clicking the button, a pop-up window will appear with the following choices:
1. Recipient:
The default recipient's email address will be visible under "To." However, you can opt to send the invoice to an alternate email address by selecting the checkbox next to "Send invoice to alternate email address" and entering the new email.
2. Custom mail text:
To personalize the invoice email, check the box labeled "Use custom mail text." You can also include attachments by clicking on the "Choose files" button. The invoice in PDF format will always be attached. If you prefer not to customize the text, the standard invoice email template (found in Settings > Emails > Templates) will be used.
After finalizing your options, click the confirm button to send the invoice. Confirm your changes by selecting "Yes" to proceed with sending the invoice.