Open the invoice
Go to Revenue → Invoices.
Click ⋮ on the invoice row and choose Open.
The invoice page has tabs for Overview, Line items, Payments, GL entries, Comments and Audit log, plus an Actions menu.
Email it to your customer
Click Actions → Send.
Check the recipient shown under Sending to. Tyms uses the customer's email address.
Write the email:
Pick an Email template, or
Click Generate with Adam to draft one, or
Type a Subject and Message yourself.
Optionally, Cc team members.
Click Send email.
💡 Merge tags: use tags like |*customer_name*|, |*invoice_number*|, |*amount*|, |*due_date*| and |*invoice_url*| to personalise the message. Click a tag to copy it. Tick Save as new template to reuse your message.
Download a PDF
Click Actions → Download.
