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Invoice Automate Essentials
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Invoice Automate: Emailing an External User
Invoice Automate: Emailing an External User
Updated over a week ago

You have the option of sending an invoice to an external email address.

STEP 1:

Select any invoice you want to send to an external email address.


STEP 2:
On the right-hand side, you'll see the option to '+ Add external user email address.' Once you click on that, you'll be able to enter an external user email by clicking on the '+ Add External User Email.'


STEP 3:
You will note that an email body will prefill, however are able to add free text & edit this email to your preference.

STEP 4:
Click 'Send email,' and the invoice will be sent to the email address you entered.

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