Email invoice

Invoice email status or who can email the invoice. What is reply to email for invoices

Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

This article covers how to send one invoice via email at a time and view the status. You might also be interested in the feature to automatically bulk email invoices.

You can easily email invoices via ShiftCare to the client or their (billing) contact. In order to email an invoice, head over to an existing invoice and then click email button found below invoice details:

This will generate an Invoice event that invoice has been emailed to client or their contact.

Invoice To

Invoice To depends upon email address on record of client or contact you have chosen to be in the invoice to field.

πŸ‘‰πŸ½ Invoice can only be emailed to contact in the Invoice To details.

If you wish to change who receives the invoice email, first change email of client or contact and then Edit the invoice to update To field.

Invoice Reply To

Invoice Reply To email is always the logged in user's email.

Check if the invoice has been emailed to client?

The invoice history will show whether it has been emailed or you can find the sent invoices in the client's communications history.

Invoice history

If you are emailing invoices to clients via ShiftCare, then you can check the invoice history within each invoice. Scroll down to see invoice events:

Via client communication

Communications (SMS and emails) to Clients are all logged, including invoices sent to them.

To access the list of messages/communications, in the left-hand menu click on Clients > List then choose the Client you're interested in.
Clicking on their name will show you their details and in the left-hand menu will display a sub-menu in which you'll see "Communication".

If an invoice has been sent to that Client you will see a red circle with a $ symbol in it. You will see the date sent plus the invoice number.

To cross reference invoice numbers I recommend having another tab open with the Invoices listed.

Further reading

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