Printing and emailing invoices to Customers:

Click Sales on the left-hand pane. This will automatically bring you to the Transactions screen.    

You can also go through the Receivables page. Click the ellipsis on the right of the invoice you wish to send to the customer to see your options.

Note: You will need to upgrade your plan to see these features if you currently have a basic plan

Downloading and emailing invoices are only available for Premium users.

You can either download the invoice to be filed as a pdf or you can print it right away to give a copy to your customer. Mark invoice as sent for better tracking.

Now you can also email invoices directly to your customers. Add an email address and a message to your customer and simply click send.

The date the invoice was sent will be me marked automatically for you.

If the invoice was marked as sent by accident, you can always mark it as unsent to send it later.

The history of all actions taken regarding your invoice can be found under Sent History.

To generate a statement for a customer:

Click Sales on the left-hand pane and click Customers.

Click the ellipsis on the right of the customer you wish to print a statement for and click Print Statement.

Last updated on February 24, 2025 by FCC AgExpert