How Do I Email An Invoice?

Steps to Email an Invoice from the Merchant Portal: 

• Log In to the Merchant Portal:
  Ensure you're logged into your ChargeZoom Merchant Portal account.

• Navigate to the Invoices Section:
  On the main dashboard or home screen, locate and click on the Invoices tab.

Select the Invoice:
In the list of invoices, click on the invoice number you want to email. This will open the invoice details page.

• Email the Invoice:
  Once you're viewing the invoice, look for the "Email Invoice" button, typically located at the top right of the screen.

  • Click the Email Invoice button.
  • You may be prompted to enter the recipient's email address (if it’s not already pre-filled from the customer’s profile).
  • You can often add a message before sending the email if needed.

• Send the Email:
  After reviewing the information, click Send to email the invoice directly to the customer.

Summary:

1. Click the Invoice Number in the Invoices section.
2. Click Email Invoice at the top right of the invoice details page.
3. Enter email details (if necessary) and click Send.

You may also update the email templates that are being sent - How to Update Email Templates