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Send an Invoice

Send an Invoice to a Client

Sending an Invoice to a Client should be within Beeswax as it ensures you keep a record of who it was sent to, what was said (the message) and when it was sent.

STEP 1

Locate the Invoice you wish to Send.

Click here for more information about how to search for a Quote, Invoice and Expense.

STEP 2

From the Page Tools, select the Envelope icon. This will bring up a submenu with the following options:

  1. Download PDF
  2. Email PDF
     

STEP 3

A sidebar window will appear where you will be able to select who you would like to send the Quote to as well as add a message.

Note:

If you wish to preview a the Invoice before sending it, you can do so by using the Preview option under the Page Tools (Eye Icon).