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1. To email an invoice, you can do so in bulk or individually. Click on the checkboxes to select multiple. 2. Click "Action" 3. Click "Email selected Invoices" 4. From here you can use a template...
1. Filter invoices by whatever criteria makes sense for you. In this example, I will filter by Raised invoices. 2. Select invoices to email 3. Select 'Email selected Invoices' from Action menu 4....
1. Select an invoice from your Invoices list to print. 2. Click the Action dropdown and select the Print option. 3. Click Print in the Print Invoice(s) window. ...
1. Select the checkboxes for the invoices you want to print. 2. Click "Action" and select "Print these Invoices" from the dropdown menu. 3. Click "Print" in the preview window to generate the docu...
1. Select the invoice number from the search results. 2. Click the Action menu and select 'Pdf Invoice' to generate the document. The invoice PDF will now be in the Downloads section on your comput...
Manually Approved Timesheets Included on Emailed Invoices 1. Manually approve the timesheet 2. Generate the invoice 3. View the Manually Approved Time in the Timesheet PDF of the Email ...
Creating & Sending Invoice Document Packs Send invoice documents to contacts directly from the Invoices view using Document Packs. 1. Document Packs let you group Invoice templates together and send...