Let's do a quick review on how to send invoices, how your customers view them and how to easily invoice your builders and contractors in bulk

On every order, this is the Select Action Menu in the top right. Lots of functions here,

To send an invoice, select E-mail

Toggle the sender preference at the top

Select the email your sending it too in the drop options or add your own

maybe you need to include the billing department or a partner in the project

Customize your subject line to get their attention

Type out and format your message quickly

Choose to include model numbers or not

this is how your customer will view their email

notice the pdf attachment at the bottom

Ok let's check out downloading an invoice super quick

back to select action menu, choose download

This is an example of a standard invoice.

The invoice number is the same as the order number, you've got the order date, time order placed, and company address at the top...

...here you see the billing info..

.. and delivery to the right..

the salesperson contacts..

Here is your product info, full descriptions, model numbers, Brand, fulfilment types and costs..

and all charges and billing information down at the bottom.

OK! If you work with contractors or builders that use credit lines, you are going to like our bulk invoicing feature

Pop over to Reports from the side bar menu

then, accounts receivables is where you want to go

search for your customer at the top

Check every order you want to include in the statement

Click Email Statement right above your selections

Review your info and send that statement

And this is the emai your contractor will get
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Notice, all 3 outstanding invoice pdf's are attached to the email, so he can see all of the details.

Hope you feel like an invoice expert now!