You can send invoices immediately after they are created or save them for sending later.
Check the recipient. Solna automatically selects the main contact you have set up for a client. You can easily add more recipients, and/or remove this main recipient.
You can BCC the email to anyone you choose—just click BCC and add recipients. Note that BCC’d emails cannot be tracked.
Check the Subject line. This is automatically created, and you may wish to change it.
Check the body. Add any additional text you want to add into the main body of the email. Remember—this is what the recipient will see.
Check the invoice. On the left-hand side of the screen, you’ll see your invoice. You can expand this to full screen using the arrow icon above the invoice. You can also:
- Change the theme; Solna provides a range of different theme designs to choose from
- Download your invoice as a PDF for local storage
- Print your invoice to a local printer
Send (or save). Click Send to send the invoice right away, or click Save and send to keep the invoice for later.
When an invoice has been created and saved, but not sent, it is available in the Invoices dashboard listed under Open invoices. To open an invoice for further editing or to send it, go to the Invoices dashboard and click anywhere on the invoice summary information to open the invoice.