Log into CRM
From the menu, choose Invoices
Locate the Invoice you're looking for
Click the 3 dots to the right and click Open Invoice
The invoice details page will open, click Resend Invoice at top right
A pop-up will appear
From the pop-up, choose how you want to send the invoice to your customer
Via Text
Via Email
Manually via URL
To enable text or email options make sure the option is toggled on
To manually send a URL, copy the link and send to the customer
Click Confirm & send to customer
Resend an Invoice
Resend an invoice via email, text or copy the unique URL link
Written by Jana
Updated over 10 months ago