How to Email Invoices/Receipts

Overview

If you need to send your client an invoice or receipt, you can do so via email! If you want your clients to be able to pay the invoice via credit card or ACH, you'll need to sign up with our payment processor here. 

Watch the Video Here: 

• Enter the Client Profile from the Client page by clicking the client's name in blue. 
• Click the Payment Tab in the client Profile 

• Click the Payment Info button in the upper right corner 

• Add in the Payer's Name and email Address before clicking Update Payment Info 

• Click New in the upper right corner to create an invoice 

• After entering the name, amount, and frequency, the invoice builder will ask if you want to send an invoice and/or receipt. You'll say yes to these questions. 

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639