Send Invoices, Estimates, and Payment History (How-To)

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Send Invoices, Estimates, and Payment History

It is possible to manually send any Invoice or Estimate to your customers. You can also send a comprehensive report of their payment history. You can edit the Reservation Estimate Email, Invoice Email, and Payment History Email templates from Left-hand Navigation: Admin » System Email. For more information about editing these templates, see our article on System Email.

From the Owner Invoices Tab: Navigate to the Owner's Invoices tab. Click the Invoices or Estimates sub-tabs. Finally, click the email icon beside each invoice or estimate to send one to the email address on file.
From the Invoice or Estimate: Navigate to the Invoice or Estimate in question. Click Email in the top right corner. The system will pre-populate the owner's default email address, however, you can enter any email address you wish.
From the Open Invoices or Close Invoices Reports: From the Open or Closed Invoices list, click the email icon to send an email to the customer's email address.
From the Shopping Cart: Upon checking out a customer you will be presented with a popup. On the left side of that popup is an envelope icon that you can click to instantly send the invoice to the email address on file.
Owner Payment History: This is its own email template. From the Owner Invoices tab, click the blue Payment History button. Generate the report by Invoices Paid or Payment Events for a selected date range. Click the Email button on the top right of the results popup to immediately email the email on file.