Summary

You can manually send any invoice or estimate to your customers. You can also send a report of their payment history.

Before You Begin

You can edit the Reservation Estimate Email, Invoice Email, and Payment History Email templates at Left-hand Navigation: Admin » System Email. See System Email.

The invoices, estimates, and payment history you can email depend on the locations you select in the multi-select location filter on the owner's Invoices tab.

Steps

Send from the Owner Invoices Tab

1. Open the owner's Invoices tab.
2. Select the Invoices or Estimates sub-tab.
3. Select the email icon beside the invoice or estimate. Gingr sends it to the email address on file.

   

Send from the Invoice or Estimate

1. Open the invoice or estimate.
2. Select Email at the top right. Gingr fills in the owner's default email address. You can enter a different address.

   

Send from the Open or Closed Invoices Reports

1. Open the Open Invoices or Closed Invoices list.
2. Select the email icon to send the invoice to the customer's email address.

   

Send from the Shopping Cart

1. Check out the customer. A popup opens.
2. Select the envelope icon on the left side of the popup. Gingr sends the invoice to the email address on file.

   

Send the Owner Payment History

Payment history uses its own email template.

1. Open the owner's Invoices tab.
2. Select the blue Payment History button.
3. Generate the report by Invoices Paid or Payment Events for a date range.
4. Select Email at the top right of the results popup. Gingr emails the address on file.

   

Related Articles

• Individual Email Feature Overview
• Owner Communications Tab Feature Overview
• Close Invoices Topic Outline