Managing invoices efficiently is crucial for any business. With PRO Software, emailing invoices is a seamless process that can be automated for convenience. Whether you prefer manual control or an automatic workflow, our system ensures timely and accurate invoice delivery to your customers.
Automated Invoice Emailing
When the "Training Wheels" setting is disabled, PRO Software automatically emails validated invoices to customers who have opted for email delivery. This hands-free process reduces administrative workload and ensures invoices reach customers promptly.
Manually Sending Invoices
For businesses that require manual control over invoice emails, follow these simple steps:
- Select Invoices: Choose the invoices you want to send by checking the box next to each invoice.
- Open the Action Menu: Click the "Action" dropdown menu.
- Initiate Sending: Select "Send," which will trigger a pop-up window.
- Batch Invoices (Optional): If a customer prefers a single email with all invoices attached, check the "Batch invoices" option.
- Confirm and Send: The invoices will be emailed to the customer’s email on file.
Customizing Invoice Emails
Enhance customer experience by using email templates to personalize invoice messages. Reach out to your PRO Trainer to learn more about setting up customized templates for your business.
PRO Software's invoice emailing feature helps businesses streamline their accounting processes while maintaining accuracy and efficiency. Whether automated or manual, you have full control over how invoices are sent to your customers.