Email an invoice, credit note or prepayment
Email the item to your customer or another party while you have it open, or from the list of items. You can choose to include a PDF of the item as an attachment, attach files, send a copy to yourself, and mark the item as sent.
Before you start
Make sure you set up email templates to use again for sending emails from Xero.
Email while you're viewing the item
- Open the invoice, credit note, or prepayment you want to email.
- Click Email.
- Update the information in the Send window
Email from a list of items
- In the Accounts menu, select Sales.
- Under Invoices, click the status panel where your item is.
- Select the checkbox next to the item you want to email.
- Update the information in the Send window.