- On the left-side menu, go to Sales > Invoices.
- Locate the invoice you want to send and click on its invoice number.
- In the Invoice Tracking section, check the status of the invoice:
- If the status is Draft, you must approve the invoice first.
- If the status is Approved, you can proceed to send it. - Click the 'Send' Invoice button.
- A pop-up window will appear with the following field:
- Recipient's email address (required)
- Subject line (optional) - Select the email from the list (The list pulls emails from the information you entered in the Partners section).
- Then, click 'Send' to send the email.
