Click Preview as customer to view how the email would appear to your customer in a new tab. ![]() Select the checkboxes at the bottom to send a copy of the invoice to yourself, or attach the invoice as a PDF.If not, enter a new email address into the additional field.Ĭheck out How to add a customer to learn how to add a secondary email address to your customer’s profile. If you already have multiple emails associated with your customer’s profile, select one of the emails from the drop-down menu. Click Add recipient to send the invoice to multiple contacts.If you want to customize the message, edit it before you send the invoice. ![]() You cannot save a customized message to appear by default when sending invoices.
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