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Online invoicing in Essentials allows you to email invoices without a PDF attachment (though you can keep the attachment if you want) and track when your customers open and view their invoices from your software.

Setting up for online invoicing
  1. Access your business's Settings menu.
  2. Click Invoice and quote settings.
  3. Click the Payment options tab.
  4. Check the box Use online invoicing, located at the bottom of the Payments Options page.
  5. Optional: If you want to send a PDF attachment of your invoice as well, check the Enable PDF attachments box.
  6. When you're finished, click Save.

Using online invoicing

With your software setup, you're ready to start using online invoicing.

Emailing an invoice

Whereas before invoices would only be viewable as a PDF attachment, online invoicing will now have the invoice viewable in the body of the email.

 

To email