Emailing Invoices through Tradify includes automatic tracking of whether they have been received and read, as well as payment reminders and options.
- Open the relevant Invoice.
- Click the Email icon (upper right corner).
- Edit the fields as required.
- If you'd like to send yourself a copy, select Send me a copy.
- When you're ready, select Send.
Note: When emailing an invoice, all email addresses that have previously been sent the invoice will be included in the "to:' field in the email and therefore visible to all recipients. Please keep this in mind if you test emailing the invoice to a personal email address.