Show invoice as sent / Use Own Email System

[Jimboy]

Hi,

I am not using the Quickfile email system for invoices as I do not want to form an account for my clients. Is there a way to email them an invoice from Quickfile without creating an account for the client as I have not discovered that yet.

Also if I use my own email system - how do I change the invoice from Draft to Sent please - again there does appear to be a way for this. ?

Huge thanks for the help.

Best wishes,

Stephen

[QFSteve]

Hello @Jimboy

There is an option to attach a pdf invoice rather than the client having to log in (but the account is still created in the background)
https://support.quickfile.co.uk/t/why-cant-i-send-an-invoice-as-a-pdf/8900
https://support.quickfile.co.uk/t/attaching-a-pdf-copy-of-your-invoice/8893

You could also print the invoices to PDF then attach them to your own emails externally from QuickFile.

You have 3 options to send an invoice, you would use the Flag invoice as sent option as this would make the invoice live in your ledgers but not actually send anything.

[Jimboy]

Huge thanks for the reply Steve which as a novice user, I found really helpful and it answered all my questions.

Much appreciated !