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Preview and Email Invoice

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Previous: Edit an Invoice

Invoice Preview

Invoices can be directly emailed to the clients from Apto. It is recommended 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.

  1. From the invoice detailed view, click on the Preview button to view the Invoice in PDF format.

 

 
  1. Invoice details in the PDF format.

 



 

Email an Invoice

  1. Click on the Email 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.

     

Next: Types of Invoices

 

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