Send Invoices to Clients | Scribe

    Send Invoices to Clients

    • Smart Kx |
    • 9 steps |
    • 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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      Only Pending invoices can be sent to clients.
      3
      Select the invoice(s) to send to clients
      4
      To download individual invoices, click the icon.
      5
      To bulk download invoices, select the invoices and click "Download Invoices"
      6
      Click "Send to clients"
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      Note- this email is customizable by firm and the information in \[brackets\] is client specific.
      7
      Review the email message and click "Send"
      8
      Click on the confirmation message to dismiss it
      9
      Go to the "Audits" tab to view history