Resend Invoice and Optional Account Summary

Modified on Fri, 23 Sep, 2022 at 2:51 PM

You may need to resend an invoice to a client if, for instance, they misplaced the original invoice email, or if they have not paid on time and you want to request payment again.

An invoice is a bill you send a client so they can pay you for their services. The Invoice lists itemized services and prices. The Account Summary shows all outstanding invoices on a client's account and a total amount due.

  • A copy is sent to your admin email if the option to receive invoice copies is toggled ON.  
  • The subject in the email tells you that it is a "copy."
  • Before sending, you can see the date "Last Sent" in the invoice "Details" panel to ensure you are not resending it too soon.

How Do I Resend an Invoice to a Client and Optionally Include an Account Summary?

Navigation: Clients > access a client account > Orders & Invoices 

Step 1

  • Select an invoice by clicking the blue "Invoice No. XXX" link.

Resend an invoice in dog daycare software

Step 2

  • Click "Resend Invoice" from the sub menu on the left.
  • Select the email template (if it's not pre-selected.)
  • (Optional) Toggle "Include Account Summary" ON.
  • Click "Resend Invoice."

Resend an invoice in dog day care software

How Do I Automatically Display my "Invoice" Email Template?

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article