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Apto Commissions: Previewing and Sending Invoices

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SummaryManage your invoicing process from within Apto.
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Invoice Preview

Invoices can be directly emailed to the clients from Apto. It is best practice to preview the invoice before sending it out. Make sure you set up the company logo, invoice template and Payment Information records before printing or sending an invoice (see related help articles).

  1. From the invoice record header, click the button to view the Invoice in PDF format.

 
  1. You can review all of the invoice details.  Edit the invoice as needed.

 

Email an Invoice

  1. Click on the  button in the invoice detailed view to open the Email wizard.

 
  1. Most of the fields are filled in by default. Modify the fields as necessary and click send.

 

3. Your customer will then receive an email:


 

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