Email an Invoice to a Customer

Email an Invoice to a Customer

You can manually email an invoice at any time after the invoice has been activated. If you are emailing an invoice to a user that is not associated with the applicant account, and you want that different user to apply a payment, follow the Have a Different User Pay an Invoice instructions.

Steps

1. Open the application with the invoice you want to send. If you don't know the application, you can find the invoice in the Billing section.

2. At the top of the application, select the Billing tab. If you don't see the row of tabs, make sure you're at the top of the application or select Application Review from the Application Tools menu.

   

3. Click the Edit icon for the invoice you want to send.

   

4. Click the Email icon in the top right.

   

5. Complete the information in the Send Invoice popup window.

   • Add or update the Recipient Email. By default, it will display the applicant's email, but you can change that or add additional emails.

   • Separate additional emails by a comma.

   • Optionally, you can add a message for the recipient.
     

     

6. Click Send Invoice.