Send Invoices to Clients | Scribe

Send Invoices to Clients

  • Smart Kx |
  • 0 step |
  • 54 seconds
    Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
    In the Firm view, go to the "Invoices" tab
    Only Pending invoices can be sent to clients.
    Select the invoice(s) to send to clients
    To download individual invoices, click the icon.
    To bulk download invoices, select the invoices and click "Download Invoices"
    Click "Send to clients"
    Note- this email is customizable by firm and the information in \[brackets\] is client specific.
    Review the email message and click "Send"
    Click on the confirmation message to dismiss it
    Go to the "Audits" tab to view history
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