How to Email Invoices to Clients

From your Dashboard, choose Clients
From Clients main page, choose the Client to whom you would like to send an invoice via email.
From the Client Details page, choose Accounts

1) Select the Job you would like to invoice. Only completed jobs can be invoiced.
2) Click Send Invoice and the invoice for that job would be sent to the Email associated with the client.
3) You could opt to send a simple statement by selecting Send Statement.

You could choose to Print the invoice by selecting relevant buttons.

From your Dashboard, choose Job Central
From within Job Central you can sort by Completed Jobs. Only completed Jobs can be invoiced.
Select the Job for which you would like to email invoice.
This brings up the Job Card as below

Click Invoice on the Top Right corner..
From here you could choose to preview the invoice, Print invoice in Pdf format or Email your client.

At times it may be required to email the invoice to a different address than the one at which the job is carried out..
As in example above, the Contact for the Job is 'julia@myacmeit.com' who should get the job alerts.. But the invoice alerts should also go to the parent company email..
This is configurable in Connect2Field as Follows:
From within the job card, choose:
Invoice->Preview

In the Invoice preview you can see the company email id listed.. This is the email entered in the Clients:Details record..
Copy this email id using Ctrl+C on your keyboard..

Next Scroll to the bottom of the invoice..

Just above the 'Payment Stub' you see the field to email an invoice to an separate email id..
Paste the email id copied from above into this box and Hit 'Send Email'

Above functionality needs to be configured to be able to see the email field..
Let us see how..

From Options, choose
General Settings -> Manage Invoice Configuration

Select the option: "Do you want to display send Bcc email on Invoice?"
Hit Save..

The email field will now show under the Invoice Preview mode..