Step 1: After entering the customer name and line item in the Invoices form , click the Send button on the top right corner of the page.
Step 2: A new email window will open. The customers` email id will be pre-populated. If required, these fields can be edited.
Step 3: Click on the Send button in the top right corner.
Step 1: After entering the customer name and line item in the Invoices form , click drop down button beside the Send button. There will be two options in the drop down list , Preview and Save & Close.
Step 2: Click on the Preview button and you will be navigated take you to the next page.
Step 3: Find the Send button on the top right corner. Click on the Send mail and a new email window will be opened. Press the Send button and mail will be sent to the selected customer.
If you click on Save & Close in the drop down it will navigate to the invoice page where you have the option of sending mail by clicking Follow Up option.Additional options include downloading PDF and Print . Move the cursor to the preview window and you will get a pop up with the three options in the top right corner.