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Manually Email Invoices


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Hello! I can't seem to figure out how to manually send an invoice to a client. For example, I open a client's profile page in admin, I can see the open and closed invoices. But I don't see any way to email those invoices to the client. Surely, it must be possible to manually send an invoice reminder, or a copy of a paid invoice, no?

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7 hours ago, turner2f said:

In my case, I cannot Manually RE-send the invoice by email because there appears to be a credit ( of $1.12 ) applied to it.

When I click "Modify Invoice", I get an error message of ...

" This invoice may not be updated because an amount has already been applied to it. "

Click on the row of the invoice click manage on the transaction and click un-apply. Save and then edit it.

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1) - Actually, that is a good way to dis-connect the "credit" so that i can modify it .

Thanks. :)

 

2) - What I was really looking to do was to manually to RE-send an email of the bill to the client.

      Which I did, by "ticking" the checkbox that is inline to the invoice, which dynamically opens the "Deliver via email" option, and then clicking the "Submit" button.   

 

Email sent. Success. :)

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16 minutes ago, Licensecart said:

The cron job will run unless you have it turned off to not apply credit automatically, and then you can log in as the client and apply the credit.

OK.

I did log in as the client, but did not see where the credit is, and how to manually RE-apply ( after I UN-applied it earlier ) .

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11 minutes ago, turner2f said:

OK.

I did log in as the client, but did not see where the credit is, and how to manually RE-apply ( after I UN-applied it earlier ) .

If you log in as a client you have to click pay or make a payment and then check the box saying use credit or use the partial payment for it. I let the cron job do mine for me.

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46 minutes ago, turner2f said:

I understand that.

But after I "UN-applied" the credit, it has now disappeared as if the credit no longer exists.

Then you didn't do what I said and you voided the transaction otherwise it's available credit unless it's already been re-applied because you did it before the cron ran.

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If you want to manually add a credit into their account that they can use that will not automatically be applied to any invoices then you should:

  1. Go to Settings > Company > Billing/Payment. Uncheck and save "Automatically apply loose credits". You may need to do this under Settings > Company > Client Groups also, if your Client Group settings are overriding your Company Settings.
  2. On the client profile page, under Actions, click "Record Payment". Enter the amount, select "In House Credit", and do not select any invoices that may be displayed.

Regarding your 1st screenshot, when recording a payment for a specific invoice, you can change the amount and pay less or more than the invoice is for. This will result in a partial payment, full payment, or full payment + credit.

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