How to Email an Invoice Directly in Bambi

When managing billing and payments, you may need to send a copy of an invoice directly to a client or facility. Instead of downloading the document and sending it through a separate email provider, Bambi allows you to attach and email the invoice directly from the platform via the Payment Link window.

Follow these simple steps to email an invoice to your customers:

Step 1: Access the Payment Link Window

Navigate to your billing or invoices section and select the option to generate or share a payment link for the specific invoice you wish to send. This will open the Payment Link dialog box [00:00].

Step 2: Generate and Attach the Invoice PDF

In the Payment Link window, look under the "Sharing options" section. Click the button labeled Generate Invoice as PDF to Share (or simply click the generate icon) [00:05].

• This action automatically converts the billing details into a PDF document and attaches it directly to the email template.

• Once successfully generated, the button will update to read "View Attached Invoice" [00:11].

Step 3: Enter the Recipient Information

• In the To * field, type in the email address of your client or customer. (Note: You can use commas to separate multiple email addresses if you need to send it to more than one person).

Step 4: Customize Your Message

• By default, the email body includes a secure link for the customer to pay their bill online.

• If you only want to send the invoice document for their records and do not want them to use the payment link, you can simply highlight and delete the payment link tag {{payment_link}} from the Body text box.

• You can type your own custom message, and the invoice PDF will still remain safely attached to the email [00:11].

Step 5: Send the Email

Once your recipient email is entered and your message is ready, click the green Send Email button in the bottom right corner of the window. Your client will instantly receive the email with their invoice PDF attached for their records [00:17].