Watch our short video above, or follow the written instructions below, to send an order or invoice to your client manually.
Head to the Quotes & Orders tab and click view on the order:
Sending an Order
You can email your clients a link to their order by using the Email Direct Link option at the top right of the order viewer:
Clicking Email Direct Link will open up a new email composer window that references that specific order. In this email, you can include a few tokens that will automatically turn into the links your clients need to view the order. Those tokens are:
{{item.name_linked}}which turns into a hyperlink of the order name and takes the client to view the order in Client Access{{item.link_start}}and{{item.link_end}}you can wrap these tokens around your own wording so that wording becomes a clickable link to the order in Client Access{{booked_order.pdf_link}}which links the client directly to the PDF version of their order and downloads it immediately
Sending an Invoice
If you scroll down to the bottom portion of your client's order, there will be an Invoices box that includes all of the individual invoices created with your order.
Use the Actions dropdown to select Email Direct Link to send an email with a link to this specific invoice:
Similar to the email direct link to order option, this will open out an email composer that's referencing this specific invoice. You'll be able to select from any of your Invoicing email templates (already set up here in Settings › Email Templates).
Like the order email above, you can use the following tokens to automatically create a link to the invoice:
{{item.name_linked}}which turns into a hyperlink of the invoice name and takes the client to view the invoice in Client Access{{item.link_start}}and{{item.link_end}}you can wrap these tokens around your own wording so that wording becomes a clickable link to the invoice in Client Access{{invoice.pdf_link}}which links the client directly to the PDF version of their invoice and downloads it immediately
If you'd prefer that Táve send out your invoices as they become due for you, explore our tutorial on Invoice Reminders using automations.
Printing an Order or an Invoice PDF
Using the View/Print PDF option on either the order or an invoice will open that out as a PDF in a new window. You can print or download that PDF using the icons at the top here:
