The purpose of this article is to help you understand: 

  • How to resend an active invoice to a customer
  • How to send an invoice link to a customer

 

Getting Started

To begin, go to the Invoice Dashboard under:

Bookings > Booking Charges > Invoices tab.

 

Resend an Invoice

If an invoice is overdue and the customer has not made a payment yet, you can resend the invoice to the customer.  To do this, go to the invoice dashboard and click on the Overdue tab.

Next, click on the down arrow icon beneath the Actions column and select Resend. 

A pop-up will ask if you are sure you'd like to resend the invoice. Click the blue Confirm button to proceed.

 

Send an Invoice Link

If you are manually sending an invoice link to a customer, go to the Active or Overdue tab on the invoice dashboard for any manual invoices you have created. 

Then, click on the down arrow icon beneath the Actions column and select Copy Link. 

A green system alert will appear at the top right corner of the page, confirming that the invoice link has been successfully copied.  This link can then be added to an email or SMS message and sent to the customer manually.