BetterHQ allows you to send invoices to your clients through methods such as email. Emailing client invoices is an easy way for your clients to keep a record of their visits and can be used as documentation.
The invoices are automatically made when a payment has been submitted on BetterHQ so you can efficiently send them to your clients.
There are two ways to send an invoice from your email. You can send them from the Invoices tab or the Clients tab.
To Email an Invoice from the Invoices Tab:
Go here or go to Invoices
A list of all client invoices will be shown. To the far right of the client's name is a drop down menu.
Select 'Email invoice' from the dropdown menu.
If the client's email is already on file it will appear in the box or you can manually enter the email address that the invoice will be sent to.
Click send.
Once sent an envelope icon will appear next to the drop down menu on the respective client's name/invoice. If you hover over the icon it will show you the date that the invoice was sent.
To check the delivery status of your email on the invoices tab, the far right column will state 'Delivered', 'Bounced' or 'Dropped'.
To Email an Invoice from the Clients tab:
Go here or go to Clients
Select the client you would like to send the invoice to.
Click the Sales or Invoices tab. A list of all sales/visits/appointments will be listed here.
A drop down menu for each sale can be seen on the far right hand column. Select 'Email invoice' from the dropdown menu.
If the client's email is already on file it will appear in the box or you can manually enter the email address that the invoice will be sent to.
Click send.
Once sent an envelope icon will appear next to the invoice number on the respective client's name/invoice. If you hover over the icon it will show you the date that the invoice was sent.
To check the delivery status of your email from the clients sales, the column to the left of Paid/Unpaid will state whether the email has been 'Delivered', 'Bounced' or 'Dropped'.
Email Statuses
Delivered - Email has been successfully delivered to the receiving server.
Bounced - Receiving server could not or would not accept mail to this recipient.
Dropped - Email may have been dropped due to a number of reasons. Check the email address before trying again.
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Tags: Email, Invoice, Payment, Track