Send an Invoice to a Client

Sending invoices to clients via email offers several benefits, including speed, convenience, and cost-effectiveness. This feature eliminates the need for manual delivery methods such as postal mail, reducing the time and resources required for invoice distribution. Additionally, emailing invoices allows instant delivery, enabling clients to receive and process invoices promptly, ultimately expediting the payment process.

Pre-condition to Use the Feature:

  • Users must have an active account on AgencyHandy and be logged in.

  • Users should have access to the invoice they wish to send to the client, and the client's email address should be available and accurate in the system.

Steps to Use:

  • Log in to AgencyHandy: Access your AgencyHandy account using your credentials.

  • Navigate to Invoices: Locate the "Invoices" section in the dashboard menu.

  • Select Invoice to Send: Choose the specific invoice you want to send to the client from the list of existing invoices.

  • Review Invoice Details: Review the invoice details to ensure accuracy and completeness before sending

  • Access Sending Options: Look for an option named "Send Invoice" to send the selected invoice to the client

  • Send Invoice: Once all necessary details are verified, click the send button to email the invoice to the client.

  • Confirmation: Confirm that the invoice has been successfully sent by checking for a confirmation message or notification.

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