The mail option in billing allows you to send invoices or receipts directly to your clients.
Here’s how it works:
- Auto-Filled Email: The client’s email address is automatically filled in, but you can edit this field if needed.
- CC Field: You can add additional email addresses in the CC field for broader communication.
- Make sure to click the plus button once you add an email address in for it to send to the recipient.
- Draft Status: When you mail an invoice in draft status, it includes a payment link.
- Sent Status: Mailing an invoice in sent status sends both the payment link and the invoice.
- Paid Status: You have the option to send the invoice, receipt, or both.
If you have an insurance payment and choose the mail to client option a payment link and invoice will be sent out to the client. Please make sure you want to do that before clicking to send mail.