Generate Your Invoice via Email
Generate Your Invoice via Print
Generate Your Invoice via Email
Once your invoice is created, it's time to send it to your client. In this guide, we'll show you how to easily generate your invoice via email or print it for physical delivery.
Step 1: Navigate to Income
->Invoices
To access your list of invoices.
Step 2: In the Invoices table, select the record of the invoice you want to send and select it.
Step 3: On the rightmost side of the table, click the envelope icon to initiate the email process.
Step 4: Enter the Recipient’s Email Address
Input the client’s email address to ensure the invoice is sent to the correct contact.
Step 5: Fill in the subject line of your email
e.g., "Invoice for [Client Name] - [Invoice Number]").
Step 6: Create or Use the Default Email Template
You can either use the default template provided or create your custom message for the email.
🔶Note: If you need to reset the content to the default template, click the Reset button. This allows you to start over without manually erasing content.
Step 7: Once everything is set, click the Proceed button to email the invoice to your client.
Success!
Your invoice has been emailed to your client. 🎉
🔶Additional Note: You can also check the seen status to confirm if the client has viewed the email.
Generate Your Invoice via Print
Once your invoice is created, it's time to send it to your client. In this guide, we'll show you how to easily generate your invoice via email or print it for physical delivery.
Step 1: Navigate to Income
->Invoices
to access your list of invoices.
Step 2: In the Invoices table, locate the specific invoice you want to print and select it.
🟩 Tip: Use the search or filter options in the table to quickly find the exact invoice you need.
Step 3: On the rightmost side of the table, click the three-dot icon next to your chosen invoice and select Print.
Step 4: You can select a pre-designed invoice format.
🟩 Note: If you haven’t created a custom design template for your invoices yet, take a moment to explore your design options! A well-branded invoice can leave a lasting impression on clients.
Step 5: Print the Invoice
Once you've selected your preferred design, proceed with printing.
Next Steps
Ready to track your payments? Find out how to get paid and manage payments in our next guide. But first, make your invoices stand out! Learn how to design your invoice receipt to reflect your unique brand and create a lasting impression.
Related Topics
📤 Why Exporting Invoice Data is Essential in Accounting
💰 Getting Paid or Receiving Payment for Services or Products
For assistance, please email us at support@fynloapps.com. We’re here to help! 😊