Learn how to:

• Email an invoice when viewing all invoices.
• Email an invoice when viewing invoice details.

You can email an invoice and optional PDF attachment when viewing all invoices or when viewing invoice details.

Email an invoice when viewing all invoices

1. Click Sales > Invoices in Flare's main menu (1 and 2 below).
   
   
   
   
2. Check the checkbox next to the invoice you'd like to email (3 below). Click the email icon (4 below). The email composer will open.
   
   
   
   
3. To change the "To:" email address, hover your mouse over the email address text (5 below) to reveal the edit icon then click the edit icon. To add CC or BCC email addresses, click "CC" or "BCC" (6 below). Click the "Attach PDF" checkbox to attach a PDF of the invoice to the email (7 below).
   
   The "From" address cannot be changed. Emails come from the Flare system.
   
   
   
   
4. You may use the default invoice system template, or create your own (see Email Templates) and then choose the template from the "Template Name" dropdown menu (8 below).
   
   
   
   
5. Click Send or Cancel (9 below).
   
   

Email an invoice when viewing invoice details

To email an invoice when viewing invoice details, do the following:

1. Click Sales > Invoices in Flare's main menu (1 and 2 below).
   
   
   
   
2. In the Invoices table, click the Invoice # of the invoice you'd like to email (3 below). The Invoice detail page will open.
   
   
   
   
3. Click the email icon above the active invoice (4 below) or select a customer in the list on the left and then click the email icon to email the invoice to the selected customer.
   
   
4. Compose the email and send as described above.

Learn more

• Create an invoice.
• Duplicate an invoice.
• Export an invoice as CSV, XLSX/XLS, PDF.
• Print an invoice.