This guide will walk you through how to send an invoice to your client
Creation Date: April 2, 2023
Created By: Roger Minton
1. Go to app.kringletracker.com
2. Click on Invoices
In the left hand side navigation, click on “Invoices”
3. Click on Invoice->View All
In the left hand side navigation, click on “Invoices”, then “View All”
4. Once your invoice list has loaded find your invoice
Once you find the invoice you’d like to send, click “Click on View / Edit” on the right side
5. Click on Send Invoice
On the top left, click “Send Invoice” this will bring up a modal for you to enter your email details.
6. Enter the Email Address you’d like to send to
If your client has an email address on their record, this field should be populated with it automatically.
You have the option to change this email here. You can enter any email you’d like.
Tip: send this email to yourself with a test invoice to see how your client will go through the process
7. Select your Email Template
If you have created a template for your invoice emails, it will show up in the drop down menu here. You can choose a template to pre-populate the email body.
8. Review Email Body
Once you’ve chosen a template you may edit the final email body before sending it.
If you do not have a template, you may enter your email manually.
Tip: If you edit the copy of your email template here, it will not update your template. Any changes here are only applied this specific email.
9. Click on Send Email
Scroll down to the bottom of the modal and click “Send Email”
Once sent, you’ll get a successful message.
10. Click on Close on the success dialoag
11. Your Invoice will be marked as “Open”
You can now take additional actions on your invoice, such as viewing it or recording manual payments.