Home → Records → Accounting page → Sending an invoice/receipt/credit manually

2.11. Sending an invoice/receipt/credit manually

You can send invoices, receipts and credits manually by opening the record and clicking "New Email Interaction".

Your new email interaction will load into a new window and will detect the invoice, receipt or credit details you are looking to send.

Values will be pre-loaded for you. If you do not require the item to be added as an attachment simply remove the attachment using the "X" in the attachments field.

Clicking "Submit", your new email interaction will be created, and you will have the option to send using the appropriate method.