Create, Update, or Delete a Custom Invoice Email List

You’re ready to email an invoice and you want to include a new project contact. That’s easy to do, and this article will show you how.

First, we’ll get to a drafted invoice. Then, we’ll show you how to add your new email contact to the invoice.

Click Invoicing...Overview.
Find the middle tile, and click on the Drafts tab. Then, click on the tile itself.
Click on a hyperlinked dollar amount under the Amount column. This will take you to your drafted invoice.
Click on the envelope icon and a new window will populate.
Click More… on the new window.

Select other and a window will pop up where you can add information for one-off additions.
Add your contact’s name and email address. To save this email, check the box.
Click Save to save your work.

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