Available to Accounting Basic, Accounting Premium
How to Email an Invoice to a Customer
Patriot Accounting lets you email an invoice directly to your customer as a PDF attachment, with the option to include a credit card payment link. You can email an invoice right after creating it, from the Invoice list, or from the Invoice Detail Report. Invoice emails automatically pull in the email address(es) saved on the customer record, and you can send to up to five different email addresses.
Email an Invoice Right After Creating It
After you create an invoice, you'll land on a confirmation page with links to various actions for that invoice.
Click Email.
You'll see the email template you've set up, with the customer's information automatically filled in based on your data tags. You can still customize the content of this specific email if needed.
Click Send Email.
Your invoice will be attached to the email as a PDF.
Email an Invoice From the Invoice List
Go to Accounting > Receivables > Invoices.
Select the invoice you want to email.
Click the gear icon at the end of the row, in the Action column.
Click Email.
You'll see the email template you've set up, with the customer's information automatically filled in based on your data tags. You can still customize the content of this specific email if needed.
Click Send Email.
Your invoice will be attached to the email as a PDF.
Email an Invoice From the Invoice Detail Report
Go to Reports > Accounting > Customer Reports > Invoices.
Click Email next to the invoice you want to send.
You'll see the email template you've set up, with the customer's information automatically filled in based on your data tags. You can still customize the content of this specific email if needed.
Click Send Email.
Your invoice will be attached to the email as a PDF.
Accepting Credit Card Payments on Invoice Emails
You can allow customers to pay you by credit card directly from an invoice email. When this is turned on, a payment link is included in the email automatically. For setup details, see Accepting Credit Card Payments on Customer Invoices.
Tracking and Email Delivery Details
You can view the status history of an invoice email, including the date and time it was sent, on the Invoice list.
Invoice emails are sent from Patriot Software's own email servers, not your personal email account, so they will not appear in your personal "Sent Items" folder. These emails come from the address [email protected].
If your customer replies to an invoice email, the reply goes to the email address you entered in your Email Preferences (or a custom reply-to address you set on the Email Preview page), so you will still receive customer replies.