How to send a copy of an invoice electronically

Option 1: Send from the Appointment Window

1. In the left sidebar, click the calendar icon to open the Appointments module.

2. Click on the appointment in the calendar to open the appointment window.

3. Click "Check In" or "Generate Invoice".

4. Click the envelope icon to send the invoice to the client via email.

Option 2: Send from the Billing Module

1. In the left sidebar, click the billing icon to open the Billing module.

2. Click on the "Invoices" tab.

3. Find the invoice you want to send.

4. Click the envelope icon on the right side of the invoice row.

5. The invoice will be sent to the client's email address on file.