Sending an invoice by Email

You can send any invoices from any status to the client by email.

  1. From the main navigation menu on the left click on BILLING or from the Invoices tab in the case card.
  2. Open the invoice that you want to send for payment.
  3. Click the "•••" icon and select the Send via Email option.
  4. In the window that opens, specify the email address of the recipient and the subject of the message.
  5. Click the Send button.
  6. The selected invoice will be sent to the email in pdf format.

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Note: to send invoices to clients and case participants from Case.one, you need to connect your Gmail or Outlook account to the system. General synchronization is configured by the administrator in the Applications section.