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Printing or Emailing an Invoice or Estimate

Once an invoice has been created, a copy can be printed or emailed to the client. Several items on the invoice can also be customized for your company.

Printing an Invoice or Estimate

Follow these steps to create an invoice or estimate that can be printed or saved as a PDF:
  1. Open the invoice.

  2. Click the Print button on the ribbon. See also: Invoice Ribbon

  3. The invoice or estimate will open as a PDF that you can print or save to your local computer.

Emailing an Invoice or Estimate

Follow these steps to email an invoice or estimate to a client directly through myStratus. Note: Emailing must be set up in myStratus prior to sending email. See Setting up Email for more information.

  1. Open the invoice (or estimate) in myStratus.

  2. Open the Communication tab of the ribbon. 

  3. Click New Email and choose the Blank Email option.

  4. In the new email window, click Invoice in the Attachments group of the ribbon.

    Do you also want to send a payment receipt? You can send a copy of the invoice and a payment receipt at the same time from a payment record. Just open the payment and send the email from there instead! See also: Printing or Emailing a Receipt
  5. Type in your email message in the lower portion of the window.

  6. Click Send when ready.

  7. The email will be recorded on client's Communication tab. It will also appear as a sent item on the Messages hub. See also: Messages Hub

Customizing the Invoice

The following items can be customized on the invoice:

  • Terms - The message that appears at the bottom of the invoice can be modified or deleted. These terms are modified in Maintenance > Invoice > Invoice Terms. For detailed instructions, see the Invoice Terms topic.

  • Include Session and/or Invoice Notes - Choose to have Stratus always include any existing session and/or invoice notes. Follow these steps to set it up:

    1. Go to Maintenance > Preferences > Company Preferences and open the Reports tab.

    2. Scroll down to the Invoice Printout section.

    3. Check the Session Notes and/or Invoice Notes option(s). 

    4. Click OK to save your preferences.

  • Include Balance Due for All Invoices - If a your clients sometimes have more than one order in process at a time, you may want to have Stratus include a total balance due on the client's invoice. Follow the instructions above and check the Print Balance Due All Invoices option (step 3). Stratus will total all the outstanding invoices for the client and include that total on their printed invoice.

See also

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