You can email an invoice or quote to a customer without leaving WorkingPoint. When you email an invoice or quote, WorkingPoint creates a PDF and sends it as an attachment, along with an email message; and marks the invoice/quote as sent.
To email an invoice or quote:
Click the Invoices tab to open the Invoices List.
Open the invoice (or quote) you want to email by clicking the link in the Invoice column.
In the Invoice or Quote form, click the Send via Email button.
In the Email pane, the To email address is pre-populated with the address of the contact associated with the invoice. Enter an email address in the Cc: field if someone else needs to receive a copy of the invoice or quote. To enter additional email addresses, separate each address with a comma or semicolon.
To send a copy of the email to yourself, check the “Send me a copy…” checkbox.
Edit the subject if you want. The subject will show the invoice (or quote) number and your company name.
Edit your message if you want. Just click in the message text box and make the changes. (For example, you might want to personalize the message for a particular customer.)
The text of the message comes from the text you set up in Settings.
Click Send.
WorkingPoint marks the invoice/quote as sent and makes a note in the History section of the invoice or quote indicating that an email has been sent, along with the date.
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Note: If you have a PayPal account, you can configure your PayPal Payments settings in WorkingPoint to include a link in your invoice email message and/or a button on your PDF invoice that customers can click to pay their invoice using their PayPal account. WorkingPoint will record the PayPal payments in your WorkingPoint account for you and apply them to the invoice so you can save time and reduce data entry errors. |
How do I change the default email message?
How do I mark an invoice/quote as sent or not sent?
