Home > Invoices and Payments > Invoice How To's > Printing or Emailing an Invoice or Estimate
Printing or Emailing an Invoice or Estimate
Open the invoice.
Click the Print button on the ribbon. See also: Invoice Ribbon
The invoice or estimate will open as a PDF that you can print or save to your local computer.
Follow these steps to email an invoice or estimate to a client directly through myStratus. Note: Emailing must be set up in myStratus prior to sending email. See Setting up Email for more information.
Open the invoice (or estimate) in myStratus.
Open the Communication tab of the ribbon.
Click New Email and choose the Blank Email option.
In the new email window, click Invoice in the Attachments group of the ribbon.
Type in your email message in the lower portion of the window.
Click Send when ready.
The email will be recorded on client's Communication tab. It will also appear as a sent item on the Messages hub. See also: Messages Hub
The following items can be customized on the invoice:
Terms - The message that appears at the bottom of the invoice can be modified or deleted. These terms are modified in Maintenance > Invoice > Invoice Terms. For detailed instructions, see the Invoice Terms topic.
Include Session and/or Invoice Notes - Choose to have Stratus always include any existing session and/or invoice notes. Follow these steps to set it up:
Go to Maintenance > Preferences > Company Preferences and open the Reports tab.
Scroll down to the Invoice Printout section.
Check the Session Notes and/or Invoice Notes option(s).
Click OK to save your preferences.