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Send Invoices to Clients
Smart Kx
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0 step
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54 seconds
1
Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
2
In the Firm view, go to the "Invoices" tab
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information ordinal icon
Only Pending invoices can be sent to clients.
3
Select the invoice(s) to send to clients
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4
To download individual invoices, click the icon.
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5
To bulk download invoices, select the invoices and click "Download Invoices"
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6
Click "Send to clients"
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7
Review the email message and click "Send"
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8
Click on the confirmation message to dismiss it
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9
Go to the "Audits" tab to view history
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