You can e-mail PDF invoices directly to your clients through the invoicing system in AutoPilot. In doing so, you will avoid creating the invoice in AutoPilot, saving them as PDF files and sending them to your clients from your work e-mail. Of course, you must have an e-mail adresse attached to your client, in order to send it to them.
When the invoice has been aproved and is ready to be sent, you can send it from a pre-defined e-mail account (for instance, firstname.lastname@example.org), with a standard e-mail text, which can be edited for each client. You can also attach your specific e-mail signature.
By sending the invoice directly from AutoPilot, you will save time when invoicing, and the client will have the same experience when recieving it.
How do I get started?
Are you unsure whether your AutoPilot can send e-mail invoices directly to your clients, or do you just want a mentor sessions to get started, let us know through email@example.com or give us a call on 075 4643 5731