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Emailing a KashFlow invoice

Last updated by Adrin Siripala on August 26, 2015 23:54

A benefit of integrating your KashFlow account with us, is that it allows you to send invoices from your account to your customers. This will make it a smooth process when keeping on top of your finances. 

If you go to the Leads & Sales > KashFlow invoices and click on the Inv # number for that customer (an example is highlighted in red below). 

This will then open up that KashFlow invoice, then all you have to do is click Email Invoice.

Once you have hit Email Invoice, it will ask you to add the email address and you are able to amend the Message if you wish too. Then when you are happy with all of the information, click Email Invoice.