Follow these simple steps for sending off an invoice to a client manually.  

First, you'll pull up the client's order on their job's Quotes & Orders tab by clicking on its name or the view button.  

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 compose 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
  • {{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.

Next to the invoice you wish to email to the client, you'll select the Email Direct Link option in the little Actions dropdown menu to the right of the invoice. This action, much like the order action above, will open a new email compose window that references that specific invoice. And again, like the order email above you can use the following tokens to automatically create a link to the invoice for your client:

  • {{item.name_linked}}   which turns into a hyperlink of the invoice name and takes the client to view 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

If you view the PDF of an order or an invoice (see the above screenshot), you can print or download it by clicking either the print or download icon found at the top of the screen.

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