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How To Email An Invoice To A Client

This tutorial covers how to email and invoice directly to a client from within the software.

Topics covered in this tutorial:


Tutorial Video Transcript

Hello and welcome to MIDAS tutorials.

In this tutorial I'm going to show you how you can email invoices directly to your clients.

Now MIDAS can be can figured to automatically send any unsent invoices each day, but you may prefer to do this manually.

So in order to send an invoice to a client, we first need to locate the invoice.

So we go to the invoicing screen and we select our invoice - let's go for invoice 7 - and you'll see at the moment this invoice has not been sent - where it says "Invoice Date".

To email this to the client - in this case is John Smith - we click the email invoice icon.

MIDAS will then open up an email composition window, which is editable, so we could say "Hi John, please find attached your invoice below", and then we simply click the "Send" button.

And then we get confirmation the email has been sent, click "OK".

It then takes us back to our invoice screen.

If you notice the invoice date has now changed to today's date, so previously it said "Invoice not sent", but now we've emailed it, MIDAS assumes that the invoice has been "finalized" and sent out to the client.

Thanks for watching and be sure to check out some of our other video tutorials online.


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