You must ensure you have created the invoice in your account to see the options mentioned below

For more information on creating the Invoice templates, click here

01 Ticket

Choose a message you wish to respond by sending an invoice

  • Click 'Reply' to open the Reply box
  • Select the invoice option in the toolbar


  • Select the more options button next to the order number on the right hand side when inside a ticket












  • You can also send an invoice directly from the order within the Orders tab

02 Templates

You can send a template which has the invoice pre-attached 

For more information on creating templates, click here

  • To access templates, go to Settings > Smart tools > Templates
  • Select the template 
  • Scroll down to attachments and you will see the option to add an invoice
  • Tick this box