Fresh Projects

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

00:04: invoices using Fresh Projects.

00:08: To set up your "reply to" and "BCC" email address,

00:11: first navigate to Settings.

00:14: Then, navigate to Company Settings.

00:18: Click on the "Financials" tab.

00:21: Enter the reply-to email address.

00:24: Invoices are sent from Fresh Projects using your company name.

00:28: Any client replies and remittances will be directed to this address.

00:33: If these options are not visible in your account, kindly contact our support team.

00:39: Add an additional company email address to be BCC'd when sending invoices.

00:46: Save all changes made to the financial settings to update invoice email addresses

00:51: and related configurations.

00:54: You can now open your finalized invoice and verify that the correct client billing

00:59: contacts are listed.

01:01: Click on the email button to open the email tab.

01:06: Review the To,

01:07: CC, and Bcc fields,

01:09: and optionally include any additional email addresses as needed.

01:14: If you would like to review the invoice document before sending,

01:17: you can access it from here.

01:20: Review the content of your email to confirm that you are satisfied with all wording.

01:26: If you would like to make any changes,

01:28: you can select the edit wording option.

01:32: Send the finalized invoice to your client directly from Fresh Projects.

01:39: Access the invoice history to review past email records.

01:44: Please contact our support team if you require any additional assistance.