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Modifying an invoice or estimate you sent by email

Sometimes you may need to revise an invoice or estimate you have already sent to a customer by email.

To do this task

  1. Open the original invoice or estimate.

  2. Modify it as needed.

  3. Save your changes.

  4. Indicate whether you want to send the revised invoice or estimate to the customer.

    • Click Send to send the invoice or estimate.

    • Otherwise, click Do Not Send.

  5. If you are sending the invoice or estimate, complete the email cover note.

    • If needed, customize the note so it is appropriate for the situation.

    • If you want to give your customer the option to pay you online, make sure the Allow online payment checkbox is selected.

KB ID# H_EMAIL_MODIFY_EMAILED_INV_OR_EST
12/3/2016 3:53:57 PM
QYPPRDQBKSWS05 9138 Pro 2017 226e43