You may wish to resend an invoice with the account summary to a client. For example, this could be if they have misplaced the original email, or if they have not paid on time and you want to request payment again.

The Invoice document will show the itemized services and prices on one invoice. The Account Summary document will show all outstanding invoices on a client's account and a total amount due.


Once you have navigated to the invoice you can email a copy to the client.

  • A copy will also be sent to your admin email if you have the option to receive invoice copies checked.

  • The subject in the email tells you that it is a "copy".

  • Before sending, you can see the date "Last Sent" in the invoice "Details" panel to ensure you are not resending it too soon.


How do I Resend an Invoice and Account Summary to a Client?

            ON DESKTOP:

Navigate to Clients > Orders & Invoices > Click on the Invoice

STEP 1​​​

  • From the client's Invoice screen, click "Resend Invoice" from the menu on the left.

  • Toggle on the option to "Include Account Summary".

  • You may have already set your system to automatically display the Invoice template. If not, simply select it from the drop down. You can add to or edit it to suit your message to your client.

  • Click "Resend Invoice".

  • A copy of the Invoice and the Account Summary will be emailed to the client.

How do I set it to automatically display my "Invoice" Email Template?




Here is an example of the email message as it might appear in your client's inbox in their email client. The resent invoice and account summary are automatically attached to the email as a PDF. The Subject of the email is automatically labelled as a "Copy".

Here is an example of how the invoice and account summary might appear in their PDF format. The resent copy of the invoice and the account summary is the same as the original.



  • Tap the Navigator and select Clients > Search


  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Orders & Invoices".


  • On the Orders & Invoices page, tap on the Invoice No. for the invoice you want to resend. 

  • Tap the Navigator from the Invoice page, then tap "Resend Invoice".


  • Toggle ON the option to "Include Account Summary" when resending the invoice. 

  • Select or confirm the Email Template you'd like to send to the client.

  • Ensure you have an Email Subject line.

  • Edit/review the email Body if needed.

  • Tap "Resend Invoice".

  • An email will be sent to the client with the Invoice and Account Summary attached as PDF documents.