Here are the two methods to send an invoice to a client:

Method 1: Sending From the Invoice List #

1. Go to the “Invoices” Section:
   • Navigate to the Invoices section from the sidebar.
2. Select the Desired Invoice:
   • Find the invoice you want to send in the invoice list.
   • Click on the three-dot menu (...) on the right side of the invoice row.

1. Send the Invoice:
   • From the dropdown menu, select “Send to client.”
   • A confirmation dialog box will appear. Confirm by clicking “Send to client.”
   • The invoice will be sent to the client’s email.

Method 2: Sending From the Invoice Details Page #

1. Go to the “Invoices” Section:
   • Navigate to the Invoices section from the sidebar.
2. Open the Invoice for Editing:
   • Find the invoice you want to send and click on “Edit Invoice” from the three-dot menu (...).

1. Send the Invoice from the Details Page:
   • On the invoice details page, find the dropdown button next to “Save Invoice.”
   • Click on the dropdown and select “Send to client.”
   • Confirm in the dialog box that appears by clicking “Send to client.”
   • The invoice will be sent to the client’s email.

Both methods will allow you to send the invoice to the client directly, and they will receive a notification with the details of the invoice for payment.