Fresh Projects

00:00: This article provides a guide on configuring invoice email settings and sending

00:04: invoices using Fresh Projects.

00:09: To set up your "reply to" and "BCC" email address,

00:12: first navigate to the company settings.

00:16: ... and to financials.

00:19: Enter the reply-to email address.

00:22: Invoices are sent from Fresh Projects using your company name.

00:26: Any client replies and remittances will be directed to this address.

00:31: If these options are not visible in your account, kindly contact our support team.

00:37: Add an additional company email address to be BCC'd when sending invoices.

00:43: Save all changes made to the financial and invoice email settings to ensure they are

00:48: applied to your account.

00:50: You can now open your finalized invoice and verify that the correct client billing

00:55: contacts are listed.

00:58: Click on the email button to open the email tab.

01:02: Review the To,

01:03: CC, and Bcc fields,

01:05: and optionally include any additional email addresses as needed.

01:10: If you would like to review the invoice document before sending,

01:13: you can access it from here.

01:17: Review the content of your email to confirm that you are satisfied with all wording.

01:23: If you would like to make any changes,

01:25: you can select the edit wording option.

01:28: Send the finalized invoice to your client directly from Fresh Projects.

01:34: Access the invoice history to review past email records.

01:39: Please contact our support team if you require any additional assistance.