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Emailing an Invoice

Open the invoice you want to send. At the top, open the Actions menu and choose Email. (There is not a separate Email button on its own.)

Important: If you do not see Email, mail may not be set up for your company, or your role may not allow it. Ask your administrator.

What happens next

You will get a screen to pick who receives the message, edit the subject and body if your setup allows, and send. The exact fields depend on how your team configured Xagle.

Tips

  • Save the invoice first so the PDF or link matches what you intend to send.
  • If sending fails, check spam settings and that the customer’s email address is correct on the client record.
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