How to send an invoice to a client
Payments
A parent needs their invoice for their records or insurance? Here is how to send it.
You will need at least one sale.
- Under the Sales tab, click Transactions.
- Use the filters on the left to find the payment. You can filter by customer email, country, customer type (company or individual), payment processor charge ID, price plan, transaction type and date.
- Type the parent's email in Customer email and click Filter.
- Click the three dots next to the transaction and choose Send invoice to customer.
The country and customer type filters help you separate business and private sales, useful for your accounting and for e-invoicing rules such as Peppol.
Each invoice is sent separately. To send several at once, export them and email them yourself. See How to export multiple customer invoices to PDF format.
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