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.


Note: 
  • 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?

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