Once you've created an invoice within Studio Manager, you can send it to your client in 2 different ways: via email or via a direct link! This article will outline both of these options and the simple steps involved with each one.
On this page:
- Sending and Scheduling your Invoice through Email
- Sending your Invoice using a Direct Link
- Resending an Invoice through Email or Direct Link
Sending and Scheduling your Invoice through Email
To send a client their invoice via email, click the Send Invoice button in the top-right hand corner.
On the Send Invoice page that appears, you can customize the email's subject line, as well as write out instructions or a personal message regarding the invoice.
Once you are happy with your email, click Send to deliver it to your client! If you prefer to send your email at a later date, you can click Schedule and select a date and time from the available options.
Your client will receive your customized invoice email and they can easily click the View Invoice button to view and/or pay their invoice.
Viewing your Invoice's Email Share History
Looking to check the statuses of your sent emails? For information on reviewing your invoice's Email Share History, click here.
Sending your Invoice using a Direct Link
If you would prefer to manually send your client a direct link to their invoice, click the Send Invoice button in the top-right hand corner.
On the Send Invoice page, select the Send via Link option in the bottom left-hand corner.
You can then click the Copy Link button within the Get Share Link pop-up window that appears, and easily paste and share the link with your client!
Resending an Invoice through Email or Direct Link
Once an invoice has been shared, you can resend it as an email or direct link at any time! Simply head to the Studio Manager Dashboard > Invoices and choose the applicable invoice. From there, click the Share button in the upper right-hand corner.
If you are looking to resend your invoice via email, select the Resend invoice option.
If you are looking to re-share your invoice with a direct link, choose the Get Share Link option.