Smokeball offers robust options for sending invoices to your clients. Follow these steps to make your firm’s invoicing more efficient.
- Select the Invoices tab in the Smokeball Web App.
- Toggle the Unpaid filter, or filters as required.
- Use the checkboxes to select which invoices you need to print or email. The checkbox in the grey column header will select all visible invoices.
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To email your invoices, select the email button and then select the Send Now button in the pop-up window to send the selected invoices to your clients.
- If you prefer to download and print all the invoices to mail, select the Combine in PDF button.
Email Customisation
It is also possible to personalise emails for individual clients or groups of clients:
- Use the checkboxes to select the invoice(s) you wish to modify before emailing.
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Select the Email button and then select the Edit Email button in the pop-up window. You may need to scroll down to see this button depending on your screen’s resolution.
- Note: The Edit Email button will not appear if you selected more than one invoice on the Invoices page. However, you can still edit the From, Subject, and Message fields.
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Edit the email message and add CC or BCC email addresses if needed.
- Note: You will not be able to modify the CC or BCC fields if you select more than one invoice on the Invoices page.
- Once all your changes have been made, select the Send Now button.
Did You Know
You can customise your invoices to include your firm name, logo, address, and other details under Invoice Settings.